topic Re: Why was I able to split pension last year and can’t this year? in Troubleshooting

Why was I able to split pension last year and can’t this year?

landtis — Thu, 27 Feb 2025 23:28:48 GMT

Re: Why was I able to split pension last year and can’t this year?

TurboTaxBrenda — Fri, 28 Feb 2025 14:22:04 GMT

What issue are you getting that doesn't allow you to split your pension?

Re: Why was I able to split pension last year and can’t this year?

landtis — Sun, 02 Mar 2025 00:26:06 GMT

It says that by the info in the profile tab doesn’t allow us to split. I have gone and made sure I check marked the box on both returns and then on just his. He is the one collecting a variable pension.

Re: Why was I able to split pension last year and can’t this year?

TurboTax_Susan — Sun, 02 Mar 2025 20:45:32 GMT

Are you using TurboTax Desktop or TurboTax Online? Are you preparing your returns together or separately. What kinds of pensions are you trying to split?

Re: Why was I able to split pension last year and can’t this year?

landtis — Mon, 03 Mar 2025 11:56:26 GMT

It is TurboTax online, we always prepare together and it is my husband’s variable pension he collects monthly.

Re: Why was I able to split pension last year and can’t this year?

dpinksen — Mon, 03 Mar 2025 12:57:13 GMT

TurboTax, I'm having the same problem. I've selected to split pension income with my spouse, as I did last year, but nothing is being transferred to my spouse. Our incomes are the same as last year. No idea how to access the "pension income splitting optimizer."

Re: Why was I able to split pension last year and can’t this year?

TurboTaxAniqua — Mon, 03 Mar 2025 20:30:52 GMT

@dpinksen Are you using TurboTax Desktop or TurboTax Online? Are you preparing your returns together or separately. What kinds of pensions are you trying to split?

Re: Why was I able to split pension last year and can’t this year?

TurboTaxAniqua — Mon, 03 Mar 2025 20:31:14 GMT

@landtis Can you please contact our phone support team at 1-888-829-8608 so that they can view your screen and be sure it has been entered correctly.

If you and your spouse or common-law partner both receive pension income but are in different tax brackets, it might make sense to split your pension income.

The TurboTax Pension Splitting Optimizer automatically calculates the best distribution of your pension income, which can help you and your spouse pay less in taxes. TurboTax uses all the information entered into your tax returns to determine the amount (up to one half) that can be split with your spouse.

You're also shown a comprehensive view of the different ways you can split your pension income, and TurboTax will recommend the best option to optimize your return. The option of choosing the recommendation or picking a different split is entirely up to you.

Note:

Not all pension is eligible for splitting
TurboTax's Pension Splitting Optimizer is available only if you're preparing your return and your spouse's return together at the same time
The Pension Splitting Optimizer is included in all online editions of TurboTax, except TurboTax Free

Re: Why was I able to split pension last year and can’t this year?

Coughlan1960 — Sun, 23 Mar 2025 05:04:13 GMT

I am not able to split pension either and I have been able to do it for years. It just keeps saying " Based on the information you entered in the Profile section, you are not eligible to split your pension income with your spouse/common-law partner."

I have went and checked over and over that I filled it out right and I still can't do it. Does anyone know why?

Thank you.

Re: Why was I able to split pension last year and can’t this year?

TurboTax_Susan — Sun, 23 Mar 2025 21:47:30 GMT

@Coughlan1960

Please contact our phone support team as they will be able to assist you further.

Re: Why was I able to split pension last year and can’t this year?

user17749005967 — Mon, 30 Mar 2026 20:14:42 GMT

I have checked our profiles same as last year; same pension as last year. And why are there so many of us having the same issue?

Re: Why was I able to split pension last year and can’t this year?

TurboTax_Susan — Mon, 30 Mar 2026 20:56:38 GMT

@user17749005967 Please contact our phone support team as they will be able to assist you further.