DanaB27
Expert Alumni

Retirement tax questions

Yes, if you didn't work and didn't get a W-2 then you do not need to enter anything in the W-2 section.

 

If you received retirement distribution on a 1099-R you will have to enter it here:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R”

 

If you receive Social Security benefit SSA-1099 then enter them here:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “Social security income”
  3. Click on “Jump to Social security income”
  4. Answer "Yes" to the question "Did you receive Social Security benefits?" and click “Continue” 

Please see Is my Social Security income taxable?  and Do I need to file a federal return this year? for additional information.

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