You'll need to sign in or create an account to connect with an expert.
You can go back to the Personal Info section,
Select EDIT for yourself
Type "Retired" in the box for occupation
Is this asked some place else?
Do you have a schedule C from last year?
You do not have to enter anywhere that you are retired. The IRS only uses "occupation" for statistics so you can say "Retired" there if you want to in MY INFO but it will have no effect on your tax due or refund. As for income, you can skip entering W-2's if you no longer receive a W-2 from an employer. If an old one transferred over from last year you can delete that employer.
Just enter your retirement income. (And...of course...enter any other sort of income you received in 2023)
Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
user17776958099
Level 1
elpez
Returning Member
pperrott
New Member
michael-adams16
New Member
maggersz
Level 2