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New Member
posted Jun 5, 2019 11:06:10 PM

Am I considered "covered by a retirement plan at work" when I am already retired and drawing from a pension plan?

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1 Best answer
New Member
Jun 5, 2019 11:06:11 PM

Since you don't "work" there anymore, you are not "covered by a retirement plan at work" as far as the employer who is sending you the pension payments is concerned.

If you have a "post-retirement" employment at another employer, you would check this box if iy is checked on the Form W-2 you receive from this employer.

      4 Replies
      New Member
      Jun 5, 2019 11:06:11 PM

      Since you don't "work" there anymore, you are not "covered by a retirement plan at work" as far as the employer who is sending you the pension payments is concerned.

      If you have a "post-retirement" employment at another employer, you would check this box if iy is checked on the Form W-2 you receive from this employer.

          New Member
          Jun 5, 2019 11:06:14 PM

          I liked the answer, however, the pension payments one receives are not considered "earned income", according to TurboTax. One of the limits to how much you can contribute to an IRA is your earned income. If you do not have any "earned income", you are not permitted to contribute to an IRA.

          New Member
          Jun 5, 2019 11:06:15 PM

          You are absolutely right. The IRS gives you an income tax break for IRAsas long as you are working, earning $$$ and, oh yes, PAYING EMPLOYMENT TAXES.

          Returning Member
          Feb 20, 2020 6:56:08 PM

          Hello

          I mistakenly said yes that I was covered by a retirement plan at work but am not because I am no longer working but I ca't find how to change the answer to NO

          Thanks, Dwight