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Level 1

Does turbotax basic do pension optimizing

does Basic do pension optimizing between spouses

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Level 1

Does turbotax basic do pension optimizing

TurboTax Basic doesn’t include the Pension Income Splitting Optimizer. However, you can still do a pension split, but you will have to make the calculations on your own. You must also indicate that you have a spouse or common-law partner in the profile (Introduction> Marital Status).

To get to the split income page, click on “Forms”. Then click “Forms” again, and search for “Split” and choose “T1032”, then click the “OK” button.


2 Replies
Level 1

Does turbotax basic do pension optimizing

TurboTax Basic doesn’t include the Pension Income Splitting Optimizer. However, you can still do a pension split, but you will have to make the calculations on your own. You must also indicate that you have a spouse or common-law partner in the profile (Introduction> Marital Status).

To get to the split income page, click on “Forms”. Then click “Forms” again, and search for “Split” and choose “T1032”, then click the “OK” button.


Level 1

Does turbotax basic do pension optimizing

Thanks, that's what I figured.  Off to buy the Standard version, as I usually do