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Returning Member
posted Apr 23, 2024 3:04:39 PM

Joint Return

Filing a joint return for self and wife. My wife's pension income is different on the Income Summary page from the inputs.

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1 Replies
Level 3
Apr 30, 2024 8:17:40 AM

Hi @mccaffrey38 ,

 

Some slips (T3, T5) have a percentage to claim on the spouse's tax return (if applicable). Even the input is on one spouse, the amount could flow to both returns if there is a percentage on the slip.

 

TurboTax transfers the following information to line 11500 of your return:
  • box 31 from your T3 slip
  • box 16 from your T4A slip
Depending on your age and the reason you received the amount, the following amounts may also be included on line 11500:
  • box 24 from your T4A slip
  • box 16 or 20 of your T4RIF slip
  • box 19 of your T5 slip