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D
deans1girl1
January 27, 2025
Question

Do I check yes or no? I only received one retirement check so far as I just retired in Nov.2024

  • January 27, 2025
  • 1 reply
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    1 reply

    D
    DianeW777
    January 27, 2025

    It depends.  If you received any retirement funds or distributions in 2024, then you want to say yes, because you will receive a Form 1099-R. It would be required to be included in your return.

     

    If you retired but did not receive any retirement payments until 2025, you can say no.  Either way you will be fine because even if you say yes, but did not receive any retirement funds in 2024 you just will not enter that.

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