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difference between W2 and 1099-R
I am 65, retired and just finishing my State taxes. I did not work my summer job last year, which usually amounts to about $7,000.00 and a W-2 form, but not this year. I only have 1099-R for my pension and a SSA-1099, for Social Security.
Should I be concerned?
I usually pay a small amount, $50 - 100. This year, I had a refund of $50.00, which I divvied to various state charities listed on the form.
Again, my concern is that filed correctly based on TurboTax's guide?
Thank you
March 10, 2021
6:50 PM