In order to assist you properly, can you tell us which version of TurboTax you are using; Online or Desktop?
If you are using TurboTax Online, when you are in the return, click on 2024 tax return and make sure you are in the return of the transferring spouse // click Review // Revisit // Continue and the split pension optimizer will recalculate. Then you'll be able to adjust.
Thank you for choosing TurboTax.
riz_par
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al-bet
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moore170
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johnmazzolin
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annb7779
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