DO I have to report my delayed retirment since I didnt get a form for it? If so, how do I report it and where in the Turbo Tax system.

Level 15

Feb 5, 2025 10:02:08 AM

Not sure what you mean by "delayed retirement" Did you receive retirement income during 2024? Did you start receiving Social Security benefits in 2024? Did you start receiving benefits from a pension plan in 2024? Do you have a SSA1099 or a 1099R?

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

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.

Expert Alumni

Feb 5, 2025 10:03:15 AM

Please clarify. Was your retirement delayed and you did not receive any payment in 2024?

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DO I have to report my delayed retirment since I didnt get a form for it? If so, how do I report it and where in the Turbo Tax system.