Retirement tax questions

If you had a w-2 in the TTX software in a prior year, when you start TTX this year, an empty W-2 may transfer into this year's file.

 

You go to the W-2 section and delete the W-2.

 

Then your IRA or Pension 1099-R forms, your Social Security SSA-1099, and any other interest, dividends, capital gains from investment and Bank accounts need to be entered to see if you have any tax liability for 2023.

 

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