tbleaney
Returning Member

Seniors and students

The question relates specifically to the first partial year of OAS benefits.  When TurboTax calculates if there is any clawback required, the amount is assumed to apply to a full year of OAS benefits.  E.G.  If the partial clawback would equal 50% of a full years OAS but you only received OAS for the last 6 months of the year, then TurboTax clawsback all of the benefit.  This is not an issue after the first partial year.