Pension split

Cynelfin — Sat, 26 Apr 2025 22:35:00 GMT

Using TurboTax Online 2024. Trying to set up pension splitting. Doing a coupled return.

The instructions to check pension splitting in the Help Section do not match those in the program e.g. there isn't a 'Let's see if there's any extra ..' (approx. words) in the program. I can't find a check box for pension splitting anywhere in Tax Profile

Re: Pension split

Reanna-TurboTax — Wed, 30 Apr 2025 18:38:30 GMT

Copied from the TurboTax Community Article https://turbotax.community.intuit.ca/turbotax-support/en-ca/help-article/income/split-pension-income-spouse/L24n8rlTp_CA_en_CA?uid=ma4a10cz

Eligibility to split your pension income with your spouse depends on some key factors, like your province, age, income, and claimed credits and deductions. TurboTax will split your pension income only if the conditions listed here are met.

Splitting pension income using TurboTax Online

Note: When you prepare coupled spousal returns with TurboTax Online, the Pension Income Optimizer automatically uses the required amounts from both returns to find the best pension income split.

We'll start with the spouse who's transferring their eligible pension income:

When you start your return, at Who are you preparing this return for:
- For preparing coupled returns, select My spouse/partner and me. Later, you’ll get guidance from the Pension Splitting Optimizer.
- For preparing your return separately, select Myself. You won’t get guidance from the Pension Splitting Optimizer.
Proceed through the Personal info profile. This unlocks 2024 tax return. Under To do, select Personal info > Start and complete the rest of the Personal info profile.
At 2024 tax return, select Tax profile > Your tax profile.
Complete the Tax profile steps, including:
- At We'll start with info about your work and income, check the applicable box(es) for your type(s) of income, including T-slips.
- At Let's see if there's anything else to add, check the box for I want to split eligible pension income with my spouse/partner.
At 2024 tax return, select Tax profile > Mandatory questions, and answer the questions.
Next, follow your chosen method of return preparation.

topic Pension split in Troubleshooting

Pension split

Re: Pension split