I recently retired 3/2019 Now getting my pension and 1099R

ben991 · ‎February 1, 2020

I also received a W-2 for 66, 500.00 Something is wrong I only worked to march 7, 2019. The 1099 R shows about the some amount. Now how do I go about filing my taxes.

NCperson · ‎February 1, 2020

if you believe the W-2 is wrong, call your last employer's HR department and resolve before filing your taxes

xmasbaby0 · ‎February 1, 2020

Enter your W-2 in Federal>Wages and Income as usual.

To enter the 1099R:

Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

You say "something is wrong"----what seems wrong? Something on the W-2? You should contact the employer if you think it is wrong. Do not e-file until you sort it out.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**