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Income Splitting


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Hello Wallybob,

eligible pension income split
The program automatically processes the tax you already paid on the eligible pension income in proportion to the elected split-pension amount.

This result is on : 
Spouse Return : Elected split-pension amount [11600 ]
Family Head Return : Deduction for elected split-pension amount [2100]

The calculation can also be viewed in Step 5 of the federal T1032 form, available under the "Tax Return" tab.

To view the optimization and savings for the pension split pleas refer to the report “Report on split-pension income”.  The split is not always optimal at 50%, and this report will show you with and without the allocation.
Report on split-pension income – 2023


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  • 1 month later...

Is there a way to change the amount of income the program chose to split? This year it gave my spouse a higher amount compared to last year and as a result I was not credited with the caregiver amount as usual. I'm wondering if I can experiment with different amounts to see what impact it has on the refund. 

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