sO NOT HAVE A w-2FORMBUT A 1099R FORM WHAT DO i DO NEXT?

Forum|Forum|1 year ago
March 11, 2025
2 replies
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i DID NOT RECIECE A w-2 FORM AS i HAVE BEENRETIREDFOR 25YEARS SO MY FORMEREMLOYER SENDS ME ONLY A 1099R FORM USED TO FILEMYSTATE/FEDERALTAXS. WHATDO iDO?

TurboTax Free Edition Online

xmasbaby0

Employee

You tell the software 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.

If you received Social Security:

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA109

**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.**

MinhT1

It is correct that you did not receive form W-2 as this form reports wages, withholdings and SS taxes for employees. As you did not work in 2024, there is no form W-2.

Form 1099-R is to report distributions from your retirement accounts and pensions.

You can enter your form 1099-R by following the instructions in this TurboTax Help article.

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