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New Member
posted Oct 30, 2019 6:54:19 AM

Is there a problem with Turbotax and pension splitting? For the last two years Turbotax has not correctly calculated my refund or payment because of pension splitting?

Turbo tax does not calculate correctly with pension splitting. Revenue Canada send me a later bill.

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1 Replies
Level 11
Oct 30, 2019 6:54:21 AM

We haven't seen any reports of issues with pension splitting. If entries are changed or additional information added after the split has been performed, the numbers on the Joint Election to split would also need to be updated. 

In other words, if any info in your return changes after running the pension splitting optimizer, the optimizer should be run again to take the info into account.

If you would like to speak to a phone support agent about your split numbers,

https://turbotax.community.intuit.ca/replies/3152013