TomD8
Level 15

Retirement tax questions

If you retired during the year you'd receive a W-2 for your wages or salary through your final pay period.  But your pension or retirement income would be reported to you on a 1099-R, not a W-2.  Make sure your employer isn't giving you a 1099-R and a W-2 for the same income, because then you'd be double-taxed.

If you're no longer working, you're not "still employed."

 

**Answers are correct to the best of my ability but do not constitute tax or legal advice.