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I do not have any W-2s I am retired and only have 1099-R and 1099-SM how do I move on??

 
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2 Replies
DianeW777
Employee Tax Expert

I do not have any W-2s I am retired and only have 1099-R and 1099-SM how do I move on??

If TurboTax is trying to have you complete a W-2 you no longer have, try deleting the W-2 and then clearing debris while your return is closed.

 

Use the link below for your version of TurboTax to delete a form.

  • If you're using TurboTax Online software and need to delete a form, click here.
  • If you're using TurboTax Desktop software and need to delete a form, click here.

First, close your tax return

Try clearing the cookies and cache.  It handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options.

Once this is complete open your return and try again.

 

If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates.

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I do not have any W-2s I am retired and only have 1099-R and 1099-SM how do I move on??

Just indicate you do not have a W-2 if you are in the W-2 section.

 

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

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