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Returning Member
posted Apr 15, 2022 1:42:48 PM

Do I need to print

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

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2 Replies
Level 15
Apr 15, 2022 1:43:41 PM

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

Returning Member
Apr 15, 2022 2:00:46 PM

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.