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posted May 31, 2019 9:59:34 PM

In section for 'State Return', says I received retirement benefits and asks me "Are you retired?" How define 'retired'? I did 'retire' fr one job, still work parttime

I turned 65 in Dec 2016, not yet receiving social security

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1 Best answer
Level 15
May 31, 2019 9:59:35 PM

The question is just pertaining to the one retirement account you are drawing from.

So your answer would be "yes" I am retired.  

There are some retirement plans that may be taxed differently if you draw out prior to retirement.  But a monthly check is considered retired. 

Many retired (for tax purposes), do work part-time 

1 Replies
Level 15
May 31, 2019 9:59:35 PM

The question is just pertaining to the one retirement account you are drawing from.

So your answer would be "yes" I am retired.  

There are some retirement plans that may be taxed differently if you draw out prior to retirement.  But a monthly check is considered retired. 

Many retired (for tax purposes), do work part-time