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alared

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  1. Hi, @Tax14 thank you for your help, much appreciated.
  2. Hi, @TaxSmith How do you enter a summary of trades? What details are required? I have just short of 500 trades, all in US securities. for the tax year 2020, likely more for 2021. Filing 2020 first.
  3. @Denis KUpdate, On the CRA site, it claims that up to 500 trade slips (T5008) are available to auto fill. I tested autofill with my wifes tax return, it worked fine in Ufile. Mind still crashes Ufile, I have approx. 492 trades I need to enter. Another option would be to include a .csv file supplied from my direct broker. I can not locate how to do this using Ufile. Update Mar 21. I contacted CRA today, they said that the crashing is a software problem and should be addressed by technical at UFILE. I tend to agree as my wifes download from CRA worked fine in Ufile.
  4. @Denis K I was able to re-install Ufile on my Windows 10 computer. Seemed to be running fine, went to CRA for auto-fill. I was able to select download, and use my Ufile partner to login. However it crashed after selecting download, after about 1 min. such that I am unable to make auto-fill selections or proceed further. No error messages, nothing further, Ufile simply closes. Upon re-start it asks if I want to recover the last session, however I can see no new data has been added to my recent file.
  5. @Denis KI tried the auto fill. It failed upon several attempts, where the CRA download caused Ufile to crash. I was running my 2020 return on Win 7 (2 persons but not filed as yet), which may be the problem. If I re-install Ufile 2020 on Windows 10, will there be an issue, or must I repurchase 2020 Ufile?
  6. Hi Denis, I see on my CRA account that TD submits individual T5008 slips for each trade. Can we import them into our Ufile form?
  7. @Denis I have accounts with 2 brokers, and I am retired. One broker we have a day trading account, and I want to enter this as a business. Where do I do this under UFILE? I did try this under T5008 but found it didn't credit me for my loss, plus I'm a day trader under your explanation above. The other account is a TFSA, with frequent trading similar to Day Trading, do I need to enter these trades also? TD supplies a summary sheet of my trades, grouped by ticker. Can I enter my trades by ticker? Or must I enter the individual trades? Is there a way to download this info, from TD Direct, and IBKR?
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