If you are using the Online version of our software, the Forms View option is not available as it is in the CD/Download version. When preparing a coupled return together with your spouse or partner, access to your T1032 form isn't required. TurboTax will automatically take figures from this form to populate splitting income.
Please follow the Steps to Split pension in TurboTax Online
1. SelectFind(or the magnifying glass icon)
2.Enterpensioninto the search bar, selectPension split with your spousefrom the list of results, and then selectGo
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 theQuébec amount to split with your spouse.
4.Fill out all required information (if filing separately, you'll need your T1032 form), then selectContinue
Steps to Split pension in TurboTax CD/Download
1. SelectFind(or the magnifying glass icon)
2. Enterpensioninto the search bar, selectSplit your pension with your spousefrom the list of results, and then selectGo
3. Fill out all required information (if filing separately, you'll need your T1032 form), then selectContinue
4. Fill out all applicable amounts, then selectContinue
I can't get Turbotax to work either. Can't add T1032. Studiotax works, but has a known error. They will let you use the software and refund your payment. The problem is that you have to fill in the forms manually. The suggestions below do not work.
Unfortunately, the forms cannot be seen in the Online software. When preparing a coupled return together with your spouse or partner, access to your T1032 form isn't required. TurboTax will automatically take figures from this form to populate splitting income by asking questions in an interview.
If you are usingTurboTax Online, please follow the steps below.
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 your spouse.
4.Fill out all required information, then select Continue.
For more information, please review the link below from TurboTax Canada.
If you are using our Online software, you will not see the form as the Forms View option is only available in our CD/Download software.
Note: When preparing a coupled return together with your spouse or partner, access to your T1032 form isn't required. TurboTax will automatically take figures from this form to populate splitting income.
To splitting pension in TurboTax online:
Select Find (or the magnifying glass icon)
Enter pension into the search bar, select Pension split with your spouse from the list of results, and then select Go
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 where you’ll be asked to enter theQuébec amount to split with spouse
Fill out all required information, then select Continue