Seniors and students

Please refer to the TurboTax FAQ: How do I split my pension income with my spouse?

In TurboTax Online:

1. Select Find (or the magnifying glass icon).
2. Enter pension into the search bar, select Pension split with your spouse from the list of results, and then select Go.
3. Select whose pension you'd like to split (make sure you've entered income information for both you and your spouse). If you’re a Québec resident, a similar screen will appear next where you’ll be asked to enter the Québec amount to split with spouse.
4. Fill out all required information (if filing separately, you'll need your T1032 form, then select Continue.

In TurboTax Download:

1. Select Find (or the magnifying glass icon).
2. Enter pension into the search bar, select Split your pension with your spouse from the list of results, and then select Go.
3. Fill out all required information (if filing separately, you'll need your T1032 form, then select Continue.
4. Fill out all applicable amounts, then select Continue.

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