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I retired last year how do I file tax now?

Forum|Forum|7 years ago
June 1, 2019
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Best answer by LindaA

Now that you're retired, you probably don't have W-2 wages or self-employment income. However, you may be collecting a pension, Social Security benefits, or distributions from a retirement plan, such as a 401(k). When you start your return in TurboTax, we'll ask questions about your income and determine which 1040 tax form you need to file.

You might find the following links helpful:

IRS Tax Guide for Retirees

TurboTax Tax Tips for Retirement

L

LindaAAnswer

Employee

Now that you're retired, you probably don't have W-2 wages or self-employment income. However, you may be collecting a pension, Social Security benefits, or distributions from a retirement plan, such as a 401(k). When you start your return in TurboTax, we'll ask questions about your income and determine which 1040 tax form you need to file.

You might find the following links helpful:

IRS Tax Guide for Retirees

TurboTax Tax Tips for Retirement

W

Wryverist

I tried TurboTax and found it impossible to use for retirement tax filling. I went to a CPA and have been for the last 4 years. Until TT advertises they have a tax solution for retirement situations I won’t bother with TT. I used it for years until I retired. It was a frustrating experience at best.

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PattiF

Retiree situations are various and range from those with Social Security and interest, to people with pensions, IRAs, Social Security, dividends, interest, stock sales, and self-employment.

TurboTax can help with all tax scenarios. The common retirement income situations are found in the Personal Income section.

Under the section Retirement Plans and Social Security are: