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Get your taxes done using TurboTax
@msyoung1202 wrote:
Where will my W2 forms come from if I have 2 income sources in retirement? One from my former employer state of Washington, and one from Social Security.
You will not receive a W-2 for retirement income nor for Social Security benefits.
Retirement/pension income from a former employer will be reported to you on a Form 1099-R. You should receive this form in late January or early February of the year.
The Social Security benefits will be reported to you on a SSA-1099, sent to you by the Social Security Administration in January of the year.
The tax data from both of these forms are entered on your federal tax return, Form 1040.
May 22, 2024
11:36 AM