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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.

 
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2 Replies

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.

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.

 

**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
Employee Tax Expert

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.

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

 

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