Retirement tax questions

No---a W-2 is not required.   If you transferred your information in from 2023 and an old employer transferred in, the software will ask for your W-2.  You can delete the old employer.  And tell the software you do not have any W-2's

 

Enter your retirement income:

 

 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.**