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landtis
New Member

Why was I able to split pension last year and can’t this year?

 
5 Replies

Why was I able to split pension last year and can’t this year?

What issue are you getting that doesn't allow you to split your pension?

landtis
New Member

Why was I able to split pension last year and can’t this year?

It says that by the info in the profile tab doesn’t allow us to split. I have gone and made sure I check marked the box on both returns and then on just his.  He is the one collecting a variable pension. 

Why was I able to split pension last year and can’t this year?

Are you using TurboTax Desktop or TurboTax Online? Are you preparing your returns together or separately. What kinds of pensions are you trying to split?

 

 

 

landtis
New Member

Why was I able to split pension last year and can’t this year?

It is TurboTax online, we always prepare together and it is my husband’s variable pension he collects monthly. 

dpinksen
New Member

Why was I able to split pension last year and can’t this year?

TurboTax, I'm having the same problem. I've selected to split pension income with my spouse, as I did last year, but nothing is being transferred to my spouse. Our incomes are the same as last year. No idea how to access the "pension income splitting optimizer."