topic Can pension splitting be calculated between a deceased person and that person spouse? in Seniors and students https://turbotax.community.intuit.ca/community/seniors-students/discussion/can-pension-splitting-be-calculated-between-a-deceased-person-and-that-person-spouse/01/918985#M4878 <P>I am completing a return for a deceased person and his spouse.&nbsp; Ufile (Community Volunteer software) appears to indicate that both returns can be completed together but the deceased person return has to be mailed. I believe only the full version of Ufile allows for this.</P><P>So, I am questioning the legitimately of this and if I can do the same in Turbo.</P><P>Thank you,&nbsp;</P><P>Dennis Walsh<BR /></P> Wed, 30 Oct 2019 19:48:11 GMT dennis_walsh 2019-10-30T19:48:11Z Can pension splitting be calculated between a deceased person and that person spouse? https://turbotax.community.intuit.ca/community/seniors-students/discussion/can-pension-splitting-be-calculated-between-a-deceased-person-and-that-person-spouse/01/918985#M4878 <P>I am completing a return for a deceased person and his spouse.&nbsp; Ufile (Community Volunteer software) appears to indicate that both returns can be completed together but the deceased person return has to be mailed. I believe only the full version of Ufile allows for this.</P><P>So, I am questioning the legitimately of this and if I can do the same in Turbo.</P><P>Thank you,&nbsp;</P><P>Dennis Walsh<BR /></P> Wed, 30 Oct 2019 19:48:11 GMT https://turbotax.community.intuit.ca/community/seniors-students/discussion/can-pension-splitting-be-calculated-between-a-deceased-person-and-that-person-spouse/01/918985#M4878 dennis_walsh 2019-10-30T19:48:11Z Yes, you can split a pension with a deceased taxpayer in... https://turbotax.community.intuit.ca/community/seniors-students/discussion/yes-you-can-split-a-pension-with-a-deceased-taxpayer-in/01/918986#M4879 <P>Yes, you can split a pension with a deceased taxpayer in the year of death.</P><P>Turbo tax and many other software will not allow the returns to be prepared together because one spouse's marital status will be 'married' (At time of death) and the other spouse will be widow (Dec 31)&nbsp;</P><P>You will have to manually calculate the best split. If the other spouse does not have pension income that qualifies for the pension income amount, the minimum recommended split is $2000 to maximize the pension income amount.</P> Wed, 30 Oct 2019 19:48:13 GMT https://turbotax.community.intuit.ca/community/seniors-students/discussion/yes-you-can-split-a-pension-with-a-deceased-taxpayer-in/01/918986#M4879 TurboTax-Esther 2019-10-30T19:48:13Z Re: Yes, you can split a pension with a deceased taxpayer in... https://turbotax.community.intuit.ca/community/seniors-students/discussion/re-yes-you-can-split-a-pension-with-a-deceased-taxpayer-in/01/1603478#M10470 <P>Where or how can I declare the pension split on deceased person’s return? Can I manually request the appropriate schedule?</P> Sat, 23 May 2020 16:55:00 GMT https://turbotax.community.intuit.ca/community/seniors-students/discussion/re-yes-you-can-split-a-pension-with-a-deceased-taxpayer-in/01/1603478#M10470 Bren9766 2020-05-23T16:55:00Z Re: Yes, you can split a pension with a deceased taxpayer in... https://turbotax.community.intuit.ca/community/seniors-students/discussion/re-yes-you-can-split-a-pension-with-a-deceased-taxpayer-in/01/1604068#M10481 <P>Pension splitting can be performed in the year of death. It’s a pro-rated calculation based upon the date of death.</P> <P><A href="https://turbotax.community.intuit.ca/community/pension-retirement/help/how-do-i-split-my-pension-income-with-my-spouse/00/873529" target="_blank">https://turbotax.community.intuit.ca/community/pension-retirement/help/how-do-i-split-my-pension-income-with-my-spouse/00/873529</A></P> <P>&nbsp;</P> <P>You can click on "find" and type in split pension.&nbsp;</P> Sat, 23 May 2020 23:56:35 GMT https://turbotax.community.intuit.ca/community/seniors-students/discussion/re-yes-you-can-split-a-pension-with-a-deceased-taxpayer-in/01/1604068#M10481 TurboTaxBrenda1 2020-05-23T23:56:35Z
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topic Can pension splitting be calculated between a deceased person and that person spouse? in Seniors and students
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https://turbotax.community.intuit.ca/community/seniors-students/discussion/can-pension-splitting-be-calculated-between-a-deceased-person-and-that-person-spouse/01/918985#M4878
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<P>I am completing a return for a deceased person and his spouse.&nbsp; Ufile (Community Volunteer software) appears to indicate that both returns can be completed together but the deceased person return has to be mailed. I believe only the full version of Ufile allows for this.</P><P>So, I am questioning the legitimately of this and if I can do the same in Turbo.</P><P>Thank you,&nbsp;</P><P>Dennis Walsh<BR /></P>
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Can pension splitting be calculated between a deceased person and that person spouse?
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https://turbotax.community.intuit.ca/community/seniors-students/discussion/can-pension-splitting-be-calculated-between-a-deceased-person-and-that-person-spouse/01/918985#M4878
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<P>I am completing a return for a deceased person and his spouse.&nbsp; Ufile (Community Volunteer software) appears to indicate that both returns can be completed together but the deceased person return has to be mailed. I believe only the full version of Ufile allows for this.</P><P>So, I am questioning the legitimately of this and if I can do the same in Turbo.</P><P>Thank you,&nbsp;</P><P>Dennis Walsh<BR /></P>
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Yes, you can split a pension with a deceased taxpayer in...
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https://turbotax.community.intuit.ca/community/seniors-students/discussion/yes-you-can-split-a-pension-with-a-deceased-taxpayer-in/01/918986#M4879
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<P>Yes, you can split a pension with a deceased taxpayer in the year of death.</P><P>Turbo tax and many other software will not allow the returns to be prepared together because one spouse's marital status will be 'married' (At time of death) and the other spouse will be widow (Dec 31)&nbsp;</P><P>You will have to manually calculate the best split. If the other spouse does not have pension income that qualifies for the pension income amount, the minimum recommended split is $2000 to maximize the pension income amount.</P>
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<pubDate>Wed, 30 Oct 2019 19:48:13 GMT</pubDate>
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<dc:date>2019-10-30T19:48:13Z</dc:date>
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Re: Yes, you can split a pension with a deceased taxpayer in...
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https://turbotax.community.intuit.ca/community/seniors-students/discussion/re-yes-you-can-split-a-pension-with-a-deceased-taxpayer-in/01/1603478#M10470
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<P>Where or how can I declare the pension split on deceased person’s return? Can I manually request the appropriate schedule?</P>
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<pubDate>Sat, 23 May 2020 16:55:00 GMT</pubDate>
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Re: Yes, you can split a pension with a deceased taxpayer in...
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https://turbotax.community.intuit.ca/community/seniors-students/discussion/re-yes-you-can-split-a-pension-with-a-deceased-taxpayer-in/01/1604068#M10481
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<P>Pension splitting can be performed in the year of death. It’s a pro-rated calculation based upon the date of death.</P> <P><A href="https://turbotax.community.intuit.ca/community/pension-retirement/help/how-do-i-split-my-pension-income-with-my-spouse/00/873529" target="_blank">https://turbotax.community.intuit.ca/community/pension-retirement/help/how-do-i-split-my-pension-income-with-my-spouse/00/873529</A></P> <P>&nbsp;</P> <P>You can click on "find" and type in split pension.&nbsp;</P>
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<pubDate>Sat, 23 May 2020 23:56:35 GMT</pubDate>
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