My wife retired in Augst 2024 but this does not appear in her tax, what should be done?

If your wife's 2024 earnings or retirement income are missing and don't appear on the tax records you have, obtain income records (W-2 and/or 1099-R) by contacting her former employer and/or brokers. 

• You can also log in to your IRS account here and check to see if there is a transcript of the W-2 or 1099-R or other forms indicating the income,
• If she cannot find the necessary forms, she can use her check stubs and broker statements to estimate her income and retirement amounts. Then, she can file a substitute W-2 using Form 4852, Substitute for Form W-2, Wage and Tax Statement. 
  • Drawback: Returns including Form 4852 can't be e-filed because of IRS regulations. 

For more detailed instructions, you can refer to this TurboTax help article.