Does turbotax basic do pension optimizing

[karjak1]

does Basic do pension optimizing between spouses

[TurboTaxSusan · Accepted solution]

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.

[karjak1]

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