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There may be a difference this year in the allowed pension to be split if your spouse was under 65 last year. Please see this link from the Canada Revenue Agency: Eligible Pension and Annuity Income (less than 65 years of age) If he has just become 65 in 2023, you may not be allowed to claim a certain amount as seen at the CRA.
If you still need help with this situation, we believe your best option is to contact our telephone support team for further assistance, as they have the option to view your screen to help resolve the issue. To contact them, please follow this link: Contact Us. When asked if you wish to receive an email say NO then say "speak to a representative" then hold the line.
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April 1, 2024
5:15 AM