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How do I fill out employer information if my wife retired at the end of 2020 and was not employed in all of 2021. She did receive a small pension. Thanks

I deleted the name of the previous employer and address but it is not allowed.
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2 Replies
BillM223
Expert Alumni

How do I fill out employer information if my wife retired at the end of 2020 and was not employed in all of 2021. She did receive a small pension. Thanks

Where are you talking about? If it is the Occupation box for your spouse, just enter "retired". If your spouse had a W-2 from 2020 that carried over to 2021, look for the trash can icon or Delete button to get rid of that W-2. Or are you talking about some other field?

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How do I fill out employer information if my wife retired at the end of 2020 and was not employed in all of 2021. She did receive a small pension. Thanks

You don't delete the individual boxes on the W2.  You delete the whole W2.

 

Then if she gets a pension she will get a 1099R for it.  

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top


Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start


If you are filing a Joint return be sure to pick which person it is for.


If it wants you to import it.......It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

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