- When you start your return, you must be preparing coupled returns. At the Who are you preparing this return for? screen, select My spouse/partner and me.
- Complete the Personal info profile. This unlocks the Tax home screen. At the Tax home screen, select Tax profile > Your tax profile.
- Tax profile screens—in addition to other applicable checkboxes:
- At the We'll start with info about your work and income screen, ensure you check the box(es) for your pension income.
- At the Let's see if there's anything else to add screen, ensure you check the box for I want to split eligible pension income with my spouse/partner.
Here is a TurboTax article that shows you how to split pension income: How do I split pension income using TurboTax?
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