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How do I use the Pension Splitting Optimizer on my spouse or common-law partner’s final return?
by TurboTax• Updated 1 week ago
TurboTax’s Pension Splitting Optimizer automatically suggests the best pension distribution for you and your spouse/common-law partner to ensure that you collectively pay the least tax. The optimizer is available only when preparing a coupled spousal/partner return in TurboTax Online.
If your spouse/partner recently passed away, you’ll need to complete their final return separately from yours. To use the Pension Splitting Optimizer, you can first prepare a “mock” coupled return. This will provide the optimal pension split amount to enter on each of your actual separate returns.
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