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Why did I get an 1099R and a W2 the first year of retirement

 
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DanaB
Expert Alumni

Why did I get an 1099R and a W2 the first year of retirement

Did you still work at the beginning of 2018? Then you would still get a W-2 for the time you worked and then the 1099-R for the time you started retirement.

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1 Reply
DanaB
Expert Alumni

Why did I get an 1099R and a W2 the first year of retirement

Did you still work at the beginning of 2018? Then you would still get a W-2 for the time you worked and then the 1099-R for the time you started retirement.

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