wow I am really impressed that you are invested in my problem - Thank you! So I will try to answer as best I can. I had no error messages indicating any problem before I efiled his return. I did not override the ITC Credit Claimed until I had EFILE error messages, and had contacted EFile Helpdesk. It was suggested to me that I override the credit that would be taken for the ITC and carry this forward until we could resolve this. So I did not claim the ITC that had been calculated and I carried this forward on the T2038 Carryforward Chart Part F - I took the Current Yr Credit Claim column 6 - changed that to zero from $3600 and now it is in column 9 balance carried forward. I have been preparing this fellow's return for 5plus years. He has never invested in this product before (I asked) - I have not had a T101 for him before either - most of his investing has been in registered accounts prior to this. I can't find anything in his CRA history that relates to this. Yesterday I had a discussion with Sr CRA agent, that we both affirmed with the T101 that he was eligible for this credit - not the individual specifically - but the T101 procedure. I believe this is a software issue now. Also these forms were in draft mode when I prepared his return and I had to wait until sometime in April to file ....
