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March 13, 2022
Question

I'M RETIRED AND DONT HAVE A W2 - HOW DO I PROCEED?

  • March 13, 2022
  • 1 reply
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Employee
March 13, 2022

You tell the software that you do not have any W-2's.   

 

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.

 

For Social Security benefits

 

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

**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.**