LindaA
Expert Alumni

Retirement tax questions

Now that you're retired, you probably don't have W-2 wages or self-employment income. However, you may be collecting a pension, Social Security benefits, or distributions from a retirement plan, such as a 401(k). When you start your return in TurboTax, we'll ask questions about your income and determine which 1040 tax form you need to file.  

You might find the following links helpful:

IRS Tax Guide for Retirees 

TurboTax Tax Tips for Retirement

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