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SaraKuehner
Level 1

T2038 Investment Tax Credit (Individual) - Link to form?

I have a T5013 slip which has amounts that generate the T2038. At the top of the form there is a 'link this form to:" box, but I have nothing to link it to. Without something there, I am getting a warning to "Please enter the form on which the ITC claim amounts should adjust UCC". Any suggestions? 

8 Comments 8
janisbossenberry
Level 7

T2038 Investment Tax Credit (Individual) - Link to form?

On the T5013, make sure the Partner code is "0" in box 002, and that the line just above it says "No" for transferring to a business statement.  If the message still shows in the auditor, try just right clicking the message and showing it as "Preparer Sign-off".  It should not be preventing you from e-filing.

SaraKuehner
Level 1

T2038 Investment Tax Credit (Individual) - Link to form?

Transfer to business statements is selected at 'no' and the partner code is '0', but still generating this warning. I have tried the sign off as well, it just keeps coming back. Since it is a red warning, I'm guessing it won't let me efile it.  

janisbossenberry
Level 7

T2038 Investment Tax Credit (Individual) - Link to form?

All I can suggest is that you post a picture of the T5013 screen and the T2038 and I will see if anything pops out at me.  I cannot seem to duplicate your situation on my dummy file.

SaraKuehner
Level 1

T2038 Investment Tax Credit (Individual) - Link to form?

t2038 error.png

SaraKuehner
Level 1

T2038 Investment Tax Credit (Individual) - Link to form?

T5013 slip.png

SaraKuehner
Level 1

T2038 Investment Tax Credit (Individual) - Link to form?

t5013 entry.png

janisbossenberry
Level 7

T2038 Investment Tax Credit (Individual) - Link to form?

Well, I have entered everything exactly the same as you and do not get that error message.  What province are you in?  I can set mine the same and see if that makes a difference.  Also, have you made any entries or overrides on the form T691 or T1229?   Does the spouse's return have the same error message?

SaraKuehner
Level 1

T2038 Investment Tax Credit (Individual) - Link to form?

Thanks for your help. 

 

Based on this I: 

1) deleted the T5013 and re-entered it - Result: Still got the error message  

2) started over from the beginning (carryforward, autofill, re-entered all data) and there is no error. It must have been a file specific issue.