Please refer to the TurboTax FAQ: How do I split my pension income with my spouse?
In TurboTax Online:
- Select Find (or the magnifying glass icon).
- Enter pension into the search bar, select Pension split with your spouse from the list of results, and then select Go.
- Select whose pension you'd like to split (make sure you've entered income information for both you and your spouse). If you’re a Québec resident, a similar screen will appear next where you’ll be asked to enter the Québec amount to split with spouse.
- Fill out all required information (if filing separately, you'll need your T1032 form, then select Continue.
In TurboTax Download:
- Select Find (or the magnifying glass icon).
- Enter pension into the search bar, select Split your pension with your spouse from the list of results, and then select Go.
- Fill out all required information (if filing separately, you'll need your T1032 form, then select Continue.
- Fill out all applicable amounts, then select Continue.
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