Note: In TurboTax, any reference to split income doesn't apply to pension income splitting.
Prepare your deceased spouse/partner's return
- Start a new EasyStep return and continue through the Introduction section.
- On the What’s your marital status? screen:
- Under On December 31 you were, select Married or Living Common Law as applicable, on the day your spouse/partner passed away.
- Under Do you want to prepare your returns together? select No.
- Under Are you preparing this return for someone who passed away? select Yes, then select Continue. You're now completing your spouse/partner’s final return.
- On the Personal information screen, fill out your spouse/partner’s details, including the date of their passing.
- On the Information for your [spouse/partner] screen, fill out your details. You'll be asked for some info from your income tax return. Then select Continue.
- On the Marital status changes screen, select Yes.
- On the Changes in Marital Status screen:
- When asked What was your marital status as of December 31, 2024?, select Married.
- Under Details of changes in marital status in 2024, enter the date of death.
- Complete the rest of the Profile section and then continue with the Tax Profile section for your deceased spouse/partner on the next screen.
- On the What happened for you in 2024? screen, under Did you receive pension, retirement-type income:
- Select Yes.
- Select the boxes for all applicable pension income slips.
- Answer Yes to the question Do you want to split eligible pension income with a spouse or common-law partner (if applicable)?
- Complete the rest of the tax profile section.
- Input all income, deduction, and tax credit info until you arrive at Pension Splitting.
- On the Pension Splitting screen, select Yes, then select the name of the person whose pension income you wish to split, fill out all other boxes, and continue.
- Complete the next Pension Splitting screen, starting with the amount of pension income you are going to split. For info about lines 68020 and 68040 of his or her T1032 form, see T1032 Joint Election to Split Pension Income.
- Select Continue. You've now completed the split pension election on your spouse/partner’s return.
- Save your spouse/partner’s return to resume its progress later.
Prepare the return for yourself
- To elect for the pension split on your return, first start a new return.
- On the What’s your marital status? screen, select Widowed, then Continue.
- Input your personal information, including Changes in Marital Status, and income information until you arrive at Pension Splitting. If you arrive at the Total income summary screen without having done pension splitting, select Enter any additional income slips and receipts, enter split in the search box, select Split pension with your spouse and select Go.
- On the Pension Splitting screen, complete the form.
- Note: The Amount from line 1 of their T1032 form is the amount of pension income from line 11500 of the deceased pensioner’s return, subject to possible adjustments. See T1032 for more info.
- Select Continue, and complete the second form, starting with the amount of pension income to be split. (The amount from box 68040 of the transferee's T1032 is generally the amount of income tax deducted at source from their pension income.)
- Select Continue.
- On the Total income summary screen, you'll see the pension income amount transferred to you.