Question

T1A form unavailable or not finalized in TurboTax???

Forum|Forum|1 year ago
February 24, 2025
11 replies
0 views

CRA netfile opened today 6am. So all forms should have been finalized and uploaded to the TurboTax software so they're ready to go for users. It seems there was a recent UI update to the software. I've been using TurboTax for years and loved it. This year it's like they downgraded the UI and UX to save money or something? They made it worse. Anyways regardless of this. I input all my information the same as I have for previous years. I'm attempting to do a "request for loss carryback"...applying a business loss from this 2024 tax year to my 2021 income (3 years back is the maximum and this is still within that window). I corrected checked the box. And the loss was corrected input into the box beside "apply to 2021". I paid the turbotax filing fee. And when I clicked on FILE, I get a message saying: "you can't proceed further because one of your tax forms is currently unavailable. Please check back later. FAQ page link". So I click on the FAQ and it says: "we're working hard to finalize the following forms to comply with CRA requirements. Try filing your return later. The following federal forms are unavailable" .....then in the drop down menu it lists the form I needed the software to automatically know to import which is the "T1A -request for loss carryback". What is going on??? These forms should all already be in there from Turbotax knowing long ago that the first day for canadians to file is Feb 24, 2025 6am. Is this a glitch? I spent 1hr and 10 min on the phone with the help desk who I shared my screen with and they couldn't resolve but said their supervisor would call me in 24 to 48hrs. This is unacceptable. I've never had any issues with doing a carryback, I'm within the 3 year window, and I've always loved turbotax. But it seems the software update caused many issues. When will this be resolved??

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Michaeeel

Same thing happened to me!

The Turbotax agent told me it was the CRA's fault... Waiting on an update on their part.

He couldn't give me an ETA

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LJG

I have the same frustration but in my case I am not using any of the specific forms listed. I can not save my returns to pdf or proceed to NetFile Very disappointed after 20 years as a loyal customer for TurboTax Standard Windows and the worse thing is that the error messages are wrong and misleading.

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Freedom11Author

I agree it's quite concerning...

I too have been a loyal user for over a decade. And I loved the software. But this year they decide to mess with the UI for some strange reason. Nothing about the software is the same "flow" and it's also no longer as helpful, intuitive and user friendly. Whoever made the decision to change it should be fired. It has clearly caused all manner of backend bugs and glitches or put extra strain on the engineering team who is now backlogged with importing forms and maintaining compliance. And rather than being transparent and admitting that there are glitches or delays, they're putting the blame on the customer or the government. You will lose customers very quickly that way, guaranteed. People will lose trust if you cannot own your mistakes and correct them. Taxes ain't no joke. This is serious stuff. And as users who have paid, we are rightly owed to file our taxes, period. And without being mislead in the process.

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TurboImpotVeronique

@Freedom11 We understand your concern and we suggest you to visit this link from CRA.

As per CRA, they are working diligently to update their systems to reflect the currently enacted capital gains inclusion rate of one-half. However, this update may not be completed when online filing becomes available on February 24, 2025.

This means, all forms related to, can have some wrong calculations. Some of these forms are completely locked. We're working hard to finalize these forms to align ourselves with CRA requirements. We invite you to consult this article about locked forms.

We apologize for this inconvenient and suggest you to try filing your return later.

Thank you for choosing TurboTax.

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Freedom11Author

Thank you for providing this information however I did my own research beforehand and already read about that. The form I needed has nothing to do with capital gains. It is a request to carry back a loss from this year to a previous tax year. Nothing about that rule or form has changed with CRA.

As an experiment on my end, I logged back into my TurboTax and removed all information and unchecked all boxes that pertained to that "request for loss carryback" T1A form. I have the option to carry it forward to future years so I will, if it means I can file my taxes. Removing all of that info, made my taxes as basic and simple as can be. It meant I no longer needed ANY of the unavailable locked forms. I then clicked on the FILE button again and still got the same message about not being able to proceed because forms are unavailable.

Additionally, there were two other users who commented here that their returns were also simple and didn't require any of the listed federal forms that you're saying the CRA hasn't finalized and those users also got the same "you cannot proceed" message.

So it would seem that this is a glitch. A software issue. Or a manpower labour issue with backend engineers not being able to add the forms on time after the UI software update which your help desk team member told me on the phone herself. Which there is a recording of.

TurboTax is losing the trust and goodwill it has spent decades building with its user base. Please correct this asap.

If I am not able to file by Friday, a refund will be respectfully requested for the service not rendered. You cannot take people's money and then tell them to file at some undisclosed "later date."

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Michaeeel

I totally agree... I will also ask for a refund because my return is extremely simple and the "locked forms" have nothing to do with the specifics of my return.

I have a sizeable "return" coming my way and every single day I can't file... I'm LOSING money!

Please tell the Intuit TurboTax team to fix the errors!

Thank you.

Mike

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geetz

I agree 100% that turbotax should be ready whenever CRA opens for NETFILE. I am getting a large refund and want to submit my taxes but keep getting a turbotax warning saying the forms I need aren't ready. I've been using turbotax for many, many years and this is incredibly disappointing! I don't want to wait until "end of March"!

TurboTaxSusan

As per the CRA:

The CRA is working diligently to update its systems to reflect the currently enacted capital gains inclusion rate of one-half. However, this update may not be completed when online filing becomes available on February 24, 2025. If you are impacted by this situation, you may avoid processing delays by waiting until the updates are completed in the coming weeks before filing your income tax and benefit return. The CRA will grant relief in respect of late-filing penalties and interest until June 2, 2025, for Individual filers...

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mackbig

Just let us file. I am not impacted, yet the system wont let me proceed. You should change the block message to "if you file now, and have a cap gain over $250,000, you might need to re-file later" if you cant figure out which filers are actually impacted.

there is nothing about capital gains/losses listed in CRA's restrictions or other restriction reasons for not being able to file right now. It sounds like its your software, soTurboTax shouldn't be blaming them.

https://www.canada.ca/en/revenue-agency/services/e-services/digital-services-individuals/netfile-overview/eligibility.html

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KMNegm

I couldn’t file either and my return is quite basic. Paid the fee and then tried to submit, with a response saying one or more forms are unavailable, try again later. I called customer support twice. First time the representative was completely clueless, with several moments of stunned silence. The second person said “try again in three days.” I’ll try again next week and if it doesn’t work then I expect a full refund! This is so frustrating. I too have used TurboTax for several years and have found it to be very user friendly. This year is not user friendly at all!

D

Delphision

Check your schedule 3 to make sure all boxes are blank.

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pcleary427

Doesn't appear to be the issue for the standard offline edition.

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Olivia31032013

I have the same issue but with T1198.. received lump sum ..

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larsven

Same problem. I have been using Turbotax for over 10 years and am very disappointed with the lack of support. I have the same problem and spent quite a bit of time on the phone with no resolution. I pay so much more for the premier edition just to have the feature to report the buy and sell of stocks. Will be looking for other tax program providers! Turbotax should provide a rebate to customers with this problem!

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mackbig

That's too bad. And its too bad you paid for premier, the features list in the marketing has always been misleading. The 8 returns for ~$30 Deluxe online version (purple) at Costco can do any type of returns, from business to complex stocks and bonds trading. They make it sound like you need the expensive one but its not the case. The 'interview' might be slightly tweaked, but if you've used it forever you dont need the interviews mostly. I learned that after buying premier/business version to do my wife's real estate agent corp filing one year, several years ago. Nothing special, I was able replicate the next year in basic/deluxe. I wish they had an even basic one... fill in t slips, do a check and file, most of 'features' they added are the buggy things...

ps: this is the post I thought I was replying to... didnt realize it doesnt link

larsven.

Same problem. I have been using Turbotax for over 10 years and am very disappointed with the lack of support. I have the same problem and spent quite a bit of time on the phone with no resolution. I pay so much more for the premier edition j

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mackbig

its too bad Turbotax hasnt given moderators or support staff proper answers. They keep saying CRA/QC hasnt 'finalized forms' which is impossible.

I think as an approved Netfiler, the CRA needs to approve when Turbotax changes forms. And for whatever reason they improperly coded or because of the bill failure due to prorogue, the captial gains inclusion and needed to make changes within Turbotax that CRA needs to approve again. Its more than semantics, but blaming CRA for the delay is not the right answer.

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PB991

I too have the same issue. I MUST file my taxes this week due to other constraints. When reaching out to Customer Support, the representative (knowing I needed to file this week) told me to try again in 10 days!!!!

Only when I shared that is an unacceptable response did she pass me through to a support representative to implement (a very much less than desirable) work-around that required me to back out my capital gains claim on the sale of shares and the reimbursement of capital gains using a carry-forward of a capital loss.

Basically, I need to intentionally misfile my taxes and deal with correcting this “MESS” after the fact because Intuit is no longer adequately supporting their product.
I have trusted Quicktax (now Turbotax) since it’s very first release, and have used it without exception for (now) over 20 years. This WAS a trusted product.

Last year I was caught up in the issue of the CD version having the incorrect application install launch executable file installed. So this year, to remedy the problem they simply dropped the CD version as an option (not impressed).
I figure they can’t get things messed up 2 years in a row, and (reluctantly) purchased the downloadable version, only to run into this issue now.

From what was a stellar company, Intuit has certainly fell from grace in my books. This software is supposed to be there to simplify my life, and now all it has done for this taxation year has generated a lot of additional work I will need to do in the backend to manually process the carry-forward against my capital gains for this year. I am no expert, this is going to be challenging for me, which is why I use this software in the first place...

Dear Intuit, if you are not meeting my (your customer’s) needs, whose needs are you meeting?

Very disappointed indeed....

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pcleary427

It's now March 8th and still cannot file a simple return. This is a complete failure. Finger pointing isn't helping. If the Canadian or Quebec governments are at fault this should be escalated into the public square. Aka the news. Someone isn't doing their jobs at this point and blocking people trying to do their taxes.

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ssomji

Is this issue resolved? It said early March. Today is March 8th but same message.

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Caramia60

Same happened to me and response was by end of March will be notified so can 'complete' filing! Meanwhile, CRA has $ owed to me, significant amount, that I wanted to re-invest. As a result, I lose money and will never see any compensation for this.