dugmcv
New Member

For 2018, I will be splitting my pension income with my husband. I need some advice on how to approach this with Turbotax

My husband and I have been using TurboTax for years; we each have our own login w Turbotax and we each prepare our own tax submissions independent of each other. 

With our 2018 returns, I will be splitting some of my pension income with my husband. I’m looking for some advice on how we would approach this. 

It seems logical that we must both use the same Turbotax account; and that I should do my return first, since i’m the one with income to be split. Is that how we should proceed? 

Will it be straightforward for us to do two returns from the same account? Are there any pitfalls we should be aware of?

Thanks in advance for your advice.