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 Oct 30, 2019 11:05:58 PM

It looks like the pension optimizer transferred income to my mother, but did not take the corresponding income amount away from my father.

0 1 977
1 Best answer
Level 15
Oct 30, 2019 11:05:59 PM

The deduction for the split pension happens later in the return. Look at line number 210. The net income at line 236 will reflect the pension split. 

To see the detailed summary, click on "review" then "Bottom line tax summaries" then go to the "detailed tax summary". 

1 Replies
Level 15
Oct 30, 2019 11:05:59 PM

The deduction for the split pension happens later in the return. Look at line number 210. The net income at line 236 will reflect the pension split. 

To see the detailed summary, click on "review" then "Bottom line tax summaries" then go to the "detailed tax summary".