Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
jsrmont
New Member

Will Standard optimize pensions, medical expenses and donations with my spouse, and handle capital gains/losses covered by a Form T5008?

 
1 Best answer

Accepted Solutions

Will Standard optimize pensions, medical expenses and donations with my spouse, and handle capital gains/losses covered by a Form T5008?

Absolutely! Standard includes all of those features and more.

Tip: The pension splitting optimizer should be used once all of your data has been entered into your return. If you add a medical receipt, decide to carry forward your donations, or make any changes after you've used the optimizer, be sure to run the optimizer again to ensure you're getting the best split.

https://turbotax.community.intuit.ca/replies/2647840

View solution in original post

1 Reply

Will Standard optimize pensions, medical expenses and donations with my spouse, and handle capital gains/losses covered by a Form T5008?

Absolutely! Standard includes all of those features and more.

Tip: The pension splitting optimizer should be used once all of your data has been entered into your return. If you add a medical receipt, decide to carry forward your donations, or make any changes after you've used the optimizer, be sure to run the optimizer again to ensure you're getting the best split.

https://turbotax.community.intuit.ca/replies/2647840