Turbotax: Prior Years Taxes

 

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Q: How does one import tax data from CRA such as T4/T4A slips? A: As shown in the video
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Relevant Material: "You can securely access your Canada Revenue Agency (CRA) tax data within TurboTax using the Auto-fill My Return (AFR) service. This feature helps automatically import available tax slips and information directly into your tax return, saving time and reducing data entry errors. 
Accessing CRA Data on TurboTax
To use the Auto-fill My Return feature, you must have a CRA My Account and be registered for their online services. 
Step-by-Step Guide
  1. Log in to your TurboTax account or open the desktop software.
  2. Navigate to the section for adding income or tax slips. In the online version, you can usually find this under "Tax Home" or an "Import Tax Data from CRA" option.
  3. Follow the prompts to use the "Auto-fill My Return" service.
  4. You will be securely directed to the CRA login window within your browser. Enter your CRA My Account credentials or sign in via a Sign-In Partner.
  5. Grant permission for the CRA to share your tax data with the TurboTax software.
  6. The available data (T4s, T3s, T5s, RRSP contributions, etc.) will be downloaded and populated into the correct fields of your tax return.
  7. Review and verify all imported data against your physical slips or records to ensure accuracy before filing. The CRA notes that you are responsible for the accuracy of your return, even if you use the auto-fill service. 
Statistics on TurboTax and CRA Data Import
TurboTax Canada is the country's number one best-selling tax software based on aggregated CRA NETFILE data. 
  • Returns Filed Electronically: More than 50 million returns have been electronically filed with TurboTax from 2013 to 2023.
  • Average Refund: The average refund amount Canadian taxpayers received based on tax year 2024 returns filed using TurboTax was $3,470.
  • Time Savings: The Auto-fill My Return service is highlighted as a key feature that allows users to import tax documents and data to save time and pre-fill personal and tax info. 
Troubleshooting
  • If you encounter issues, ensure you are not already logged into a separate CRA session in another browser tab, or try using a private/incognito window.
  • If certain slips are missing from the auto-fill, it may be because the issuer has not yet submitted them to the CRA. In such cases, you can manually enter the information.
  • The AFR service is available for the current tax year as well as several prior years (e.g., 2018 to 2024 tax years for the current cycle)..." (Google)

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