When does the pension splitting optimizer come in the program?

Answer

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You need to tell TurboTax you want to split your pension in personal tax profile section. To do so:

  • Profile > Get Started
  • Click next to get on the income page.
  • You should have selected yes to "did you withdraw money from a retirement account or receive retirement-type income, such as a pension or annuity?"
  • At the bottom of this section you should see an option "Do you want to split eligible pension income with a spouse or common-law partner (if applicable)?" Click yes and choose next.

Now if you step through the review section you will see the pensions splitting optimizer. If you want to go there directly, click Review > Split Your Pension with Your Spouse.




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