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April 21, 2025
Question

Should I check W-2 under the Employment status, if I am retired and not working but receive a pension?

  • April 21, 2025
  • 1 reply
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Under the Employment status, which box do I check if I am retired, not working but do receive a monthly pension?

1 reply

Employee
April 21, 2025

No---you tell the software you do not have any W-2's and enter your retirement income in the correct area for retirement income.

 

 

If you received Social Security benefits:

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

 

 

If you received a pension:

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.

 

**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.**