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Carol Shannon

Regarding Retirement Income

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As a default, the program performs the pension income split between spouses automatically. There is no need for additional entries to trigger this automatic calculation.

 

On the other hand, if you want to indicate how much pension income to transfer to your spouse, please follow these steps:

 

1- In the "QuikClik Navigator", located on the left-hand side of the screen, click on "Interview setup".

2- Then, on the page appearing on the right, select "Pension income, T4A, split pension income" and click "Next" at the bottom of the page.

3- Back in the "QuikClik Navigator", click on "Pension income, T4A, split pension income".

4- Then, on the right-hand side, select "Split pension income with your spouse".

5- At the question "Do you wish to split eligible pension income with your spouse?" , choose "Transfer to spouse (if eligible)" and enter the transfer amount in box below.

 

For more information regarding pension income splitting, please refer to the CRA website:

http://www.cra-arc.gc.ca/tx/ndvdls/tpcs/pnsn-splt/menu-eng.html

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