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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.**
‎April 15, 2025
7:13 AM