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Cagey9
New Member

How do you get Turbo Tax Pension Splitting to include both a T4A and a T4A-RCA? My pension is on two slip, and both a splittable. Turbo Tax doesn't do it correctly.

Turbo Tax is only picking up the amount from the T4A.  The amount on the T4A-RCA is splittable (ie in Box 17), but is not brought forward to Turbo-tax's Pension Splitting page!
8 Replies

How do you get Turbo Tax Pension Splitting to include both a T4A and a T4A-RCA? My pension is on two slip, and both a splittable. Turbo Tax doesn't do it correctly.

Are you using TurboTax CD/Download or TurboTax Online?

Cagey9
New Member

How do you get Turbo Tax Pension Splitting to include both a T4A and a T4A-RCA? My pension is on two slip, and both a splittable. Turbo Tax doesn't do it correctly.

online

Cagey9
New Member

How do you get Turbo Tax Pension Splitting to include both a T4A and a T4A-RCA? My pension is on two slip, and both a splittable. Turbo Tax doesn't do it correctly.

The T4A-RCA amount is showing up on Line 13000, Other Income.  It is pension income!

How do you get Turbo Tax Pension Splitting to include both a T4A and a T4A-RCA? My pension is on two slip, and both a splittable. Turbo Tax doesn't do it correctly.

Where you 65 or older at the end of 2023?

 

As per the instructions on the T4A-RCA slip, boxes 14, 16, 18, and 20 go into line 13000 - Other Income.

Laker1
New Member

How do you get Turbo Tax Pension Splitting to include both a T4A and a T4A-RCA? My pension is on two slip, and both a splittable. Turbo Tax doesn't do it correctly.

The T4A RCA also has a box 17 that says the amount is eligible for pension income splitting. Why is this $ amount not rolled up into line 11500?

Thank you 

How do you get Turbo Tax Pension Splitting to include both a T4A and a T4A-RCA? My pension is on two slip, and both a splittable. Turbo Tax doesn't do it correctly.

@Laker1 Where you 65 or older at the end of 2024? Are you using TurboTax Desktop or TurboTax Online? 

 

 

 

Laker1
New Member

How do you get Turbo Tax Pension Splitting to include both a T4A and a T4A-RCA? My pension is on two slip, and both a splittable. Turbo Tax doesn't do it correctly.

Yes, I was older than 65 at the end of 2024?

I am using TurboTax Online.

 

How do you get Turbo Tax Pension Splitting to include both a T4A and a T4A-RCA? My pension is on two slip, and both a splittable. Turbo Tax doesn't do it correctly.

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