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Level 2
posted Apr 26, 2025 3:37:42 PM

Can't set up pension splitting

Using TurboTax Online 2024.  Trying to set up pension splitting.  Doing a coupled return. 

The instructions to check pension splitting in the Help Section do not match those in the program e.g. there isn't a 'Let's see if there's any extra ..' (approx. words) in the program.  I can't find a check box for pension splitting anywhere in Tax Profile

0 2 830
2 Replies
Level 3
Apr 30, 2025 10:51:40 AM

Hello,

 

On the home page when you are in your return, you should see a section call Tax Profile.  If you open that section up, you'll see "Your Tax Profile".  When you click start on that, you should see the following question in the screenshot.  Select that.   Let us know if you can't find the checkbox and we'd be happy to help

Level 2
Apr 30, 2025 4:53:39 PM

Took a bit of searching but I found the checkbox.  Thanks