Retirement tax questions

Not really sure what you are looking for.  You do not have to enter on a tax return that one of you is retired.  If your spouse received retirement income--like Social Security or pension income, or distributions from a retirement account--that income must be entered.

 

As for "occupation"  -- if you want to use "retired" as his occupation you can enter that in My Info if you want to .  The IRS does not use occupation for anything that affects your tax due or refund.  It is only for statistical purposes.

 

Do you need to enter retirement income?

 

Do not try to enter your SSA1099  or RR1099RB as a W-2.  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.**