TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 2

Question

Do I need to print

2 replies
30 views

Proof of retirement date is required to be sent with tax return.

TurboTax Premier Online

Level 15

That is not a federal requirement. What state requires a retirement date on the state tax return?

harperladyAuthor

Level 2

Proof of retirement date is required when requesting waiver of underpayment penalty on Fed Income tax when reason is based on retiring in 2020. I used the "Annualized Income Method" to lower penalty. Do I need to submit hard copies of return with proof of retirement? I don't believe I have efile option. Thank you.