Retirement tax questions

Well...in the year you actually retire, you'd get both.

1)  A W-2 for the time you worked in 2022

2)...then a 1099-R form for all the retirement $$ you receive after retiring.

___________

IF you were retired all of 2022, then it's rare, but possible to get a W-2 for some smaller amount if you retired right at the end of 2021...if the last pay period happened to slop into 2022.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*