- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I retired in June 2017. W-2 income and get pension payments & social security. How will this impact my tax preparation ?
Topics:
June 6, 2019
6:46 AM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You will receive a W-2, 1099-R and SS-1099 forms. The latter two are entered in the Retirement section of Wages and Income. (Enter the W-2 as normal.) 0-85% of your Social Security is taxable for Federal, depending upon your other (Joint) income.
States taxes may be different.
June 6, 2019
6:46 AM