If Form T2091 is included with the 2018 tax return, why is Box 9906 in the NETFILE Worksheet which asks if an election is being made on the return answered NO?

A recent response from TurboTax Susan confirms that a completed Form T2091 is net-filed along with the rest of the 2018 T1 personal tax return.  Why is Box 9906 in the NETFILE worksheet answered NO automatically by TurboTax, even if the return includes a Form T2091?  Should this be overridden to say "YES"?  Thank you.

Answer

An entry in this field does not constitute an election; it is designed only to inform the CRA that an election, a letter or note containing the required information is being submitted in paper format. Since there is no additional paper coming, it's not an election for box 9906 purposes. That is only set to Yes if there's additional paperwork being sent to CRA separate from the return itself.


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