Retirement tax questions

Not sure where you are seeing "boxes" to check for employment.   For "occupation" in MY INFO you can use whatever you want to, including "Retired"---the IRS only uses occupation for statistical purposes.   If you will not have a W-2 then skip W-2's or tell the software you do not have any W-2's.    

 

If you have Social Security benefits:

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

If you have a pension or income from a retirement account like an IRA or 401k:

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.**