Skip to main content
April 13, 2022
Question

How do I indicate that I want to share my T4A pension with my spouse?

  • April 13, 2022
  • 1 reply
  • 0 views
No text available

    1 reply

    April 14, 2022

    Pension splitting is the process of taking some of one spouse’s pension income and then allocating it to the other spouse. It’s important to note that this income is moved on paper only—there's no need to physically hand over any money to your partner.

    Please follow the below steps to Split pension in TurboTax Online:

    1. Select Find (or the magnifying glass icon)

    2. Enter pension into the search bar, select Pension split with your spouse from the list of results, and then select Go

     

    3. Select whose pension you'd like to split (make sure you've entered income information for both you and your spouse). If you’re a Québec resident, a similar screen will appear next to where you’ll be asked to enter the Québec amount to split with spouse

     

    4. Fill out all required information (if filing separately, you'll need your T1032 form), then select Continue

     

    For more related information, Please read our TurboTax FAQ: How do I split my pension income with my spouse?

     

    Thank you for choosing TurboTax.