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April 12, 2024
Question

How do I answer the question about my employment status when I am retired as this option was not available?

  • April 12, 2024
  • 1 reply
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Employee
April 12, 2024

Not sure where you are in the program.   For occupation you can say anything you want to since the IRS only uses occupation for statistics--not for anything that affects your tax due or refund.   If you do not have any W-2's you can delete old employers that transferred over from last year and tell the software you do not have any W-2's.    

 

To enter retirement income:

 

 

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**