Turn off Pension Income Splitting

[Paul25252525]

I'm trying to turn off the pension income splitting option that UFile 2023 seems to default too, but I can't find it.  How do I turn it off, such that each pensioner gets what they are entitled too, instead of splitting their income?

Thanks.

[Geo123]

Hello Paul25252525,

1. On the "Left-side menu of the Interview tab", select "Pension income, T4A, split pension".

2. On the page to your right, choose the option "Split pension income with your spouse".

3. For the line "Do you wish to split eligible pension income with your spouse (if in Quebec)?", from the drop-down menu on your right, choose the option that suits you best among the following three:

a) Let MaxBack decide.

b) Transfer to spouse (if eligible). If you choose this option, you must specify the amount that you transfer.

c) Do not transfer to spouse.  < - - - HERE

Moreover, under the "Tax return" tab, you will find a document entitled "Report on split-pension income". By reviewing this report, you will be able to determine which one of the possible pension incomes splitting scenarios is the most beneficial for your couple.