I am retired. I have a qualified Pension Plan from my previous employer. Do I answer yes to the following question? "Are you covered by a retirement plan at work?"

2389walsh · ‎February 5, 2025

ThomasM125 · ‎February 5, 2025

You would not answer yes if you are retired or if you no longer work for an employer that has a retirement plan.

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SteamTrain · ‎February 5, 2025

I would qualify that ...somewhat.....

i.e. if you Retired during some date within 2024, and get a W-2 for 2024 with box 13 checked....then that applies as a YES, even if the W-2 was only for one day in 2024.

Of course, if you retired in 2023 or earlier, then it's likely a No, as long as you did not receive a 2024 W-2from any employer with box 13 checked on it.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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I am retired. I have a qualified Pension Plan from my previous employer. Do I answer yes to the following question? "Are you covered by a retirement plan at work?"