☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted May 9, 2020 9:46:11 PM

?Can you split a pension if a spouse has died in 2019?

0 1 518
1 Best answer
Level 13
May 11, 2020 6:57:02 AM

Sorry for your loss.

Yes, you can, but the split pension amount will be prorated based on the date of passing. For the year of death, the federal Income Tax Act (ITA) permits the executor of a deceased pensioner to split eligible pension income received before death with a surviving spouse or common-law partner.

1 Replies
Level 13
May 11, 2020 6:57:02 AM

Sorry for your loss.

Yes, you can, but the split pension amount will be prorated based on the date of passing. For the year of death, the federal Income Tax Act (ITA) permits the executor of a deceased pensioner to split eligible pension income received before death with a surviving spouse or common-law partner.