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Retirement tax questions
You do not have to check off that you are retired anywhere. When it asks for your "occupation" you can use "Retired" if you want to. The IRS does not use that information for anything that affects your tax due or refund.
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.**
‎February 24, 2026
3:10 PM