T1032 - Joint Election to Split Pension Income

Entering this Amount (from Forms):

Entering joint election to split pension income

Enter amounts from your T-slips in the T-Slips entry screen.

Complete the Pension Income worksheet (form PENSION). To find this form, use Form Lookup and enter the keyword pension income.

If you're not your and spouse/partner's returns together in TurboTax at the same time, you'll need to enter your spouse/partner's name, SIN, and income information on page 1 of the T1 General form.

Complete form T1032 - Joint election to split pension income.
To find this form, use Form Lookup and enter the keyword 1032.
If you are preparing a coupled return, at the top of Form T1032, select the taxpayer who has the qualifying pension income.
If you both have qualifying pension income, you would generally select the taxpayer with the higher pension income.
Québec residents: You can enter a different amount on your Québec return than you are claiming federally. To do so:
1. Enter the federal amount at line G of form T1032.
2. From the Edit menu, select Québec If Different.
3. Click Use this value on Québec Return and enter the amount you want to claim provincially.
4. Click OK to return to Form T1032.
The Québec amount is transferred to Québec Schedule Q and line 12399 of your TP1.

TurboTax transfers line G of Form T1032 to line 21000 of the pensioner's T1 General.

If you and your spouse or common-law partner are preparing a coupled return, TurboTax also transfers the amount of the election to line 11600 of the pension transferee's T1 General.

Entering this Amount (from Interview):

Entering split-pension income (interview)

Enter information about splitting pension income with your spouse in the INCOME & EXPENSES step of the interview, under Other income sources.

Open the Find window at the top-right of your screen and type split pension into the search field.
Select Split your pension with your spouse, and then click Go.
On the Pension Splitting step, enter an amount up to the maximum shown at the top of your screen.
Tip: You'll be able to optimize this amount later in the Review step of the interview.
Québec residents: Enter the provincial amount you wish to split with your spouse.
Note: You can split a different amount provincially, as long as you do not exceed the maximum allowable amount.

The amount that you have elected to transfer to your spouse is shown at line 21000 of your return and line 11600 of your spouse's return.

Choose the optimal amount to split using the Pension Income Splitting Optimizer.

To see which pension income is eligible for splitting, see Pension splitting.