Retirement tax questions

You do not enter anything on your tax return to say she is retired, unless you want to use "Retired" as her occupation.  Occupation has no effect at all on your refund or tax due.

 

If she is receiving Social Security or retirement income from a pension plan, retirement account, etc.

 

Social Security

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.**