Open TurboTax
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.
nanooser
New Member
ErinM1
New Member
jillryanshannon
New Member
abeyuen
New Member
tevendales
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.