In tax year 2021, TurboTax is taking extra steps to ensure you have access to the right tools and support specific to your tax needs. When starting a new return, TurboTax will ask questions about your current tax situation. Based on your return's complexity, you could be directed to a different edition of TurboTax that has all the applicable forms. The product you used in prior years may no longer be available to you as it’s not the most effective solution for your needs. Don’t worry—if you get started in TurboTax and need to upgrade, the information you already entered will be transferred over. To find out which income, credits, and deductions are included in each edition of TurboTax Online, visit our online tax software page. For spousal returns, you and your spouse will both be charged the same amount based on the more complicated tax situation. Note: Some deductions (such as medical expenses, donations, or moving expenses) only impact your refund or tax owing in certain conditions, like if your income is below a certain level. To get you the best outcome, you need to enter all your tax information into TurboTax, which sometimes requires an upgrade. Similarly, you may be upgraded to help claim expenses you’re entitled to, but might not know about. TurboTax guarantees that you’ll get your maximum refund or pay the lowest taxes owed. Related information What happened to the Standard edition of TurboTax Online? Who can file for free using TurboTax Online? Where can I find help if I'm using TurboTax Free? ... View more

TurboTax Free is for simple returns and covers many common tax situations, including: Employment income Pension income Other employment income, such as tips RRSP contributions Child care expenses COVID-19 benefits and repayments Unemployment (EI) and social assistance Worker’s compensation Disability amount Worker’s benefit Amount for eligible/infirm dependents Tuition, scholarships, bursaries, grants, and student loan interest Caregiver tax credit Disability transfer Home accessibility tax credit Tax on RESPs and RDSPs Tax installment payments Age amount Income, credits, and deductions not listed above aren’t covered by TurboTax Free this year. Visit our online tax software page to see the available options for more complex returns. TurboTax Free can be used on any PC or Mac with a current web browser. It's also available via our mobile app on iOS and Android devices, if you prefer doing your taxes on your smartphone or tablet. If you’re 25 or younger, file your 2021 tax return for free using any TurboTax Online product. Simply file by the end of the year, or upgrade to a TurboTax Live product and file by March 31, 2022 at no extra cost. Related information Where can I find help if I'm using TurboTax Free? What are the options for using TurboTax on a Mac computer? What is TurboTax Live? ... View more

The TurboTax Live lineup of online products has expanded for tax year 2021 to provide the right level of support for your unique needs. TurboTax Live Assist & Review and TurboTax Live Full Service now each offer four levels of service based on your tax complexity: Basic: File a simple tax return Deluxe: Maximize your deductions and credits Premier: For more complex tax situations, including investments and rental property Self-Employed: For those with personal and business income and expenses Expert help is now more accessible to all filers. With fixed transparent pricing at each product level—and a special lower price available until March 31—you won’t be surprised with hidden fees. Audit Defence is still included at no extra cost with TurboTax Live Full Service, which means you’ll be protected in case of a CRA audit. TurboTax Live products also offer a 100% Accurate guarantee and a Maximum Refund guarantee, ensuring you get the biggest refund and have peace of mind against errors in your return. Note that these changes don’t apply to TurboTax CD/Download products. Related information What is TurboTax Live? In TurboTax Live Assist & Review, how do I talk to a tax expert? In TurboTax Live Assist & Review, how do I submit my return for review? I have a tax question. Can you help? ... View more

TurboTax Standard has been replaced with TurboTax Deluxe for tax year 2021. TurboTax Deluxe covers common tax situations that were formerly covered by the Standard edition, including medical expenses and donation claims. You can still automatically import your TurboTax information from last year to save time on your return. If you need to access a prior year tax return, sign in to TurboTax for that year using the applicable link. Note that this change doesn’t apply to TurboTax CD/Download products. Related information In TurboTax Online, how do I transfer my information from my previous year's tax return? Where do I find my TurboTax CD/Download file from last year to transfer into this year's return? ... View more

No matter how simple or complex your tax situation is, we’re here to provide relief at tax time. If you’re 25 or younger, file for free this year using any TurboTax Online product. Just enter your date of birth into your TurboTax account and the discount will automatically be applied. File your 2021 return by December 31, 2022 to take advantage of this offer. You can even upgrade to TurboTax Live Assist & Review for live help with your return, or hand off your taxes to a Full Service expert. To upgrade at no extra cost, simply file by March 31, 2022 and pay $0 at checkout. Note: If completing a spousal return, both you and your spouse must be 25 or under to file for free. Optional add-ons, such as Premium Pack, are full price. Related information As a student, what deductions, credits, and expenses can I claim on my tax return? Frequently asked questions about tuition and education amounts How do I report student loans or a student line of credit? What are Canada Training Credits, and how do I enter them into TurboTax? Where do I claim my school textbooks? ... View more

How do I get a copy of my T4 slip(s)? Follow the instructions in the tutorial above to find your T4 slip(s) using your CRA My Account. Related information How do I enter a T4 slip (and matching RL-Slips)? What do I do if I have a T4 slip with no matching RL-1 slip or an RL-1 slip with no matching T4? ... View more

  Welcome to our NEW video library! Here you'll find video content on a wide array of tax-related topics, ranging from simple How-to tutorials to tax tips, and much more. Scroll through the available categories below to view responsive content on your mobile device, tablet, personal computer, or smart TV. Products and Services How do I download TurboTax products? What is TurboTax Self-employed, and how do I get it? What is TurboTax Live, and how do I get it? How do I install TurboTax for Windows? How to use TurboTax free? Tax Tips Credits and Deductions Tax tips for newcomers Tax tips for new parents Am I considered Self-employed? Tax tips for students Tax tips for Self-Employed Tax tips for retirees Getting Started Preparing for your 1st return Am I self-employed? How-To's How to use TurboTax Self-Employed How to find prior returns (online) How to use Auto-fill My Return How to print How to register for and use CRA - My Account How to claim mileage For Lyft drivers:       For Uber drivers:   How to claim the Climate Action Incentive Troubleshooting Using the support site Forgot your password Contact us Related information: TurboTax 2018 video tutorial (CD/Download) ... View more

<span class="mce_SELRES_start" data-mce-type="bookmark" style="display:inline-block;width:0px;overflow:hidden;line-height:0"></span> If you've recently lost a loved one, we'd like to first offer our sincere condolences for your loss. Filing a final return can be a difficult process, and we'll do our best to make it as straightforward as possible. To start, make sure you have all available T-slips and income information available for the deceased, as well as their date of death (DOD) and personal information. You'll refer to these documents while preparing their final return. When you're ready to begin the filing process, select your edition of TurboTax software from the list below, then follow the instructions provided. Note: The CRA requires all final returns to be physically processed. You'll need to print out and mail their return directly instead of using any electronic filing options. TurboTax Online When starting the return process, select Someone Else to the question Let’s get started. Who are you preparing this return for? Enter the name of the deceased and indicate that you're preparing the return for someone who has passed away Enter their date of death, then select Continue Complete the next sections of their return until you reach Let's get the rest of your personal info, where you'll need to provide additional personal information for the deceased. Select Continue once you've completed this section Answer questions about their residency, then select Continue Because a final return needs to be signed and mailed in, you'll then be asked for your mailing address and contact information. Be sure to enter your name under Care of Select Continue on each screen until completed TurboTax CD/Download When starting the return process in EasyStep mode, enter the marital status and province where the deceased lived right before their date of death Enter their personal information and date of death Enter the mailing address of where the notice of assessment should be sent Enter the information of the spouse/common-law partner (if applicable), including their net income and Amount on line 8 of their provincial schedule 428 Proceed until the What happened for you in 20XX? section. Select the type of income you're reporting for the deceased. If you're reporting income that's eligible for splitting, the software will calculate the eligible amount to be transferred to the spouse/common-law partner. This amount will be reported separately on the partner’s tax return If you're transferring a principal residence to the spouse/common-law partner, enter information about the purchase price and fair market value on the date of death. Select Yes to the questions Was the property disposed of as a result of death? Select who the property is transferred to You can check the information you've entered by selecting Forms mode from the menu In Forms mode, select Forms from the bottom toolbar, then select T1-General Related information COVID-19: Tax Info Centre ... View more

Since Microsoft no longer provides support for PCs running Windows 8, you’ll need a newer version of Windows to use our latest desktop products. For tax year 2021, TurboTax CD/Download requires Windows 8.1 or higher to install. You can continue using TurboTax CD/Download for previous years on Windows 8 but you’ll need to update your PC before installing any desktop products for tax year 2021. Older versions of TurboTax are also compatible with Windows 8.1 and higher. If you use TurboTax Online, there’s no impact to you as long as you meet the minimum system requirements. Will I be able to import my prior-year return on Windows 8.1 or higher? Yes, you’ll still be able to import your prior-year return after you upgrade Windows. How do I update my PC? For help updating to Windows 8.1, 10, or 11, visit Windows Support. What if I don’t want to upgrade? If you don’t want to update your operating system for tax year 2021, you can switch to TurboTax Online to file a return. Learn how to transfer your prior-year information from TurboTax CD/Download to TurboTax Online. How do I request a product refund? If you’d like to return your TurboTax desktop product, submit a refund request at refundrequest.intuit.com within 60 days of purchase. You’ll need your license code or order number and dated receipt.  Note: There’s no need to repurchase your TurboTax software after updating Windows. Related information What are the differences between the online and the CD/download edition of TurboTax? What are the system requirements for the online edition of TurboTax? Can I use TurboTax from last year to do this year's tax return? How do I uninstall TurboTax from my computer? ... View more

Since Apple will no longer provide support for Mojave 10.14 as of November 2021, you’ll need a newer operating system to use our latest desktop products. For tax year 2021, TurboTax CD/Download requires Catalina 10.15 or higher to install. You can continue using TurboTax CD/Download for previous years on Mojave 10.14 but you’ll need to update your Mac before installing any desktop products for tax year 2021. Older versions of TurboTax are also compatible with Catalina 10.15 and higher. If you use TurboTax Online, there’s no impact to you as long as you meet the minimum system requirements. Will I be able to import my prior-year return on Catalina 10.15 or higher? Yes, you’ll still be able to import your prior-year return after upgrading your Mac. How do I update my Mac? For help updating to Catalina 10.15, Big Sur 11, or Monterey 12, visit Apple Support. What if I don’t want to upgrade? If you don’t want to update your operating system for tax year 2021, you can switch to TurboTax Online to file a return. Learn how to transfer your prior-year information from TurboTax CD/Download to TurboTax Online. How do I request a product refund? If you’d like to return your TurboTax desktop product, submit a refund request at refundrequest.intuit.com within 60 days of purchase. You’ll need your license code or order number and dated receipt.  Note: There’s no need to repurchase your TurboTax software after updating your Mac. Related information What are the differences between the online and the CD/download edition of TurboTax? What are the options for using TurboTax on a Mac computer? What are the system requirements for the online edition of TurboTax? Can I use TurboTax from last year to do this year's tax return? How do I uninstall TurboTax from my computer? ... View more