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.
michelynntouesnard
New Member
davis-jackiegeoff
New Member
alyciacnoe
New Member
T1filer
Level 1
nrochfort
New Member
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.