Retirement tax questions

You would only receive a Form W-2 if you were working and had earned income from employment at any time during 2022.  If you worked during 2022 and believe you should have received a Form W-2 you can ask you employer for a copy.

If you are retired and receiving distributions from your retirement plan you would be issued a Form 1099-R.  This needs to be entered into TurboTax exactly as it is shown.

You would enter it as follows:

1. Login to your TurboTax Account.
2. Click "Federal" from the left side of your screen.
3. Scroll down to "Retirement Plans and Social Security" and click "Show more"
4. Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"

Or, Go to to Form 1099-R and answer any questions. You can import, upload, or manually enter your form.

If you are receiving Social Security Benefits you should have received an SSA-1099. 

 This would be entered into TurboTax as follows:

All SSA-1099 forms get entered in the same place:

1. Open (continue) your return in TurboTax.
2. In the search bar, search for the term Social Security benefits and then select the Jump to link at the top of your search results.
3. On the screen Did you receive Social Security or Railroad Retirement benefits in 20XX?

Or, go here Form SSA-1099/Form RRB-1099 and answer any questions.

Click here for information on how to enter your Form SSA-1099.