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Question

Your program only splits one pension, not two as per T4A and per T4-RCA, Both pensions are eligble for splitting but the Optimizer only accepts one. How to fix?

Forum|Forum|2 years ago
March 30, 2024
1 reply
0 views

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Only one joint election to split pension can be made for a tax year. If both spouses/common-law partners have eligible pension income, they will have to decide who will act as the transferring spouse/common-law partner and who will be the receiving spouse/common-law partner.

girl09Author

When one spouse has two pensions eligible for pension splitting (and the other spouse has none) your program only allows splitting one. CRA does not accept putting the two together when one is a T4A and the other one is a T4-RCA. How to proceed?

Was the spouse who's pension is going to be split 65 or older at the end of 2023? Is their an amount on the T4-RCA in box 17?

Are you using TurboTax CD/Download or TurboTax Online?