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neigh825
February 3, 2025
Question

My apologies if I sent twice...I have both a 1099 from CALSTRS and a W2 from the school district because I retired in May. How shall I proceed?

  • February 3, 2025
  • 1 reply
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    1 reply

    VolvoGirl
    VolvoGirl
    Employee
    February 3, 2025

    You have to enter both the W2 and 1099R I to your tax return.   Enter the W2 as normal.

     

    Enter a 1099R under
    Federal Taxes
    Wages & Income
    Then scroll way down to Retirement Plans and Social Security
    Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

     

    For state boxes, for box 16 State Distribution put the same amount that’s in box 1.  If box 14 is blank you can leave boxes 14,15 & 16 blank.

     

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