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Can I split my pension income with my spouse who passed away in 2018?
I have pension income for 2018 and my spouse passed away in March of 2018. I understand that I am still able to split my pension income with my spouse in 2018 but am unable to prepare a joint tax return in TurboTax. How should I do this?
October 30, 2019
10:34 PM
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Seniors and students
Sorry for your loss. Pension splitting can be performed in the year of death, however, it is a pro-rated calculation based upon the date of death. In your case, three months would apply.
Some information from TurboTax regarding pension splitting can be found in this link: https://bit.ly/2XMT2le
October 30, 2019
10:34 PM