Retirement tax questions

You should look a bit closer at the form you have from SS.  A W-2 is only for employment income, not for retirement income

It should be a form SSA-1099 ....and that is NOT a W-2 form.

...SO, make all the W-2 boxes blank and get out of there and delete the W-2 form

Then go down to the retirement income section and find the entry section for an SSA-1099, and go in to enter the data there

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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