Sign In
peterwolfe
New Member
Member profile
Activity Feed for peterwolfe
- Posted OK - got it to work. I first positioned TurboTax to be re... on After you file. October 30, 2019 2:28 PM
- Posted RECOMMENDED on After you file. October 30, 2019 2:28 PM
- Posted How to autofill spouse from cra on After you file. October 30, 2019 2:28 PM
- Posted So does this mean I should continue claiming 100% of the... on Seniors and students. October 29, 2019 11:06 PM
- Posted Can I claim 60% of all investment income for 2015 for myself and 40% for my wife with no problem from CRA? on Seniors and students. October 29, 2019 11:06 PM
October 30, 2019
2:28 PM
OK - got it to work. I first positioned TurboTax to be ready for the import button request. Then logged on to my wife's CRA account. Then pressed Import in TurboTax and it then recognized my wife's SIN and then downloaded what was there. (Note: I also installed an update that presented itself to TurboTax before doing this). Thanks very much for your help and encouragement.
... View more
October 30, 2019
2:28 PM
I follow the process of starting the Import tax data process of TurboTax Premier connecting me to the regular CRA My account login. I can only access my wife's data thru Represent a Client. So I go that route getting to the point where it asks for my wife's SIN (I have access to several members of my family this way). When I type in my wife's SIN, the CRA website ignores Turbotax and goes right to the screen showing all my wife's CRA data. And Turbotax is stuck waiting for the data. There does not seem to be any way for TurboTax to get CRA to send my wife's data to my computer. My wife has no password to access her data right now so I have to go thru Represent a Client. I am now suspecting that TurboTax cannot import data thru Represent a Client. How am I supposed to do this? Or will I have to manually enter her data?
... View more
Topics:
October 29, 2019
11:06 PM
So does this mean I should continue claiming 100% of the income? Or as my wife may inherit more money in the future, maybe I should do 50-50 for this year and also apply to change last years to be 50-50 as well?.
... View more
October 29, 2019
11:06 PM
This question relates to a joint investment account between my wife and myself. It was opened initially as a joint account. In 2014 I claimed 100% for myself only as the money in the investment account just came from my own inheritance. In 2015 my wife inherited some money which grew the investment account so that 40% came from her and 60% came from me. How should I handle this? For now the data I've entered in Turbotax have all of 2015 income claimed just by me. But from the tax info I've seen it seems I should split it 60 40 as indicated above? Should I also split the values reported in Shares and Mutual Funds Sale Summary 60 40 also? Have reported Total Proceeds and Total adjusted Cost Base there.
... View more
Topics:
