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March 23, 2021
Question

I am retired no w2 I have 1099?

  • March 23, 2021
  • 1 reply
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How do I do this return being retired without w2but I have 1099?

1 reply

ColeenD3
March 23, 2021

Skip the entry of anything on your W-2. There are many different types of income and TurboTax can handle all of them. To enter your 1099-R, follow these steps.

 

The 1099 R will be entered in the Retirement Plans and Social Security section.
• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

 

 

 

VolvoGirl
Employee
March 23, 2021

ps....

It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself