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Retirement tax questions
If you did not work in 2017 and do not have a W-2 you can delete the employer information if it transferred in from your 2016 return, and then skip W-2's.
If you are now receiving Social Security: Go to Federal> Wages & Income>>Retirement Plans and Social Security to enter your SSA1099.
If you are receiving income from a pension or retirement account: 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.**
‎June 4, 2019
4:11 PM