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How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

 
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11 Replies
Vanessa A
Employee Tax Expert

How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

You can go to the Income section of TurboTax and click delete next to the W-2's that may have transferred from last year.  You can then continue in the income section to enter any retirement income or social security income in the retirement income section.  This is all you would need to do to change your income from employee to retiree. 

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How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

Thanks, but I can't find any place to delete the W-2. Under "Federal" there's "Wages and Income" but I can't delete from there.....

How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

Where can I find this "income section"?

How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

Click on Federal on the left side of the online program screen

Click on Wages and Income 

Click on Add more income (if shown)

On Wages and Salaries click on Show more (if shown)

On Wages and Salaries (W-2) click on Start or Revisit

Vanessa A
Employee Tax Expert

How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

After you click wages and income, you may have to select "I'll choose what I work on" or review/edit if you are using the online version. 

 

So if you are using the desktop version select the following:

  • wages and income
  • I'll choose what I work on
  • Scroll down next to wages and salaries and you will likely see an update button or a summary screen

For the online version 

  • Wages and Income
  • Add More Income
  • Show more next to wages and salaries
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How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

That's not working. When I hit start it just brings me back to a page with three choices one being "I don't have my W-2" but Turbo Tax must just think it hasn't arrived yet. Any other ideas? I'm frustrated!

How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

Then just select You do not have a W-2 and continue.

How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

OK, but the program keeps asking me to "review".

How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?


@jimwink081756 wrote:

OK, but the program keeps asking me to "review".


You may have a phantom W-2 in your tax return that needs to be deleted.

 

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form 

How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

How do I eliminate tge request for W-2 information on Federal tax form. We have been retired for many years and have no employee income

DawnC
Employee Tax Expert

How do I let Turbo Tax know I retired in 2021 and have no W-2 for 2022?

Once you tell TurboTax that you do not have any W-2s, we won't ask anymore.   When you get to the W-2 entry page, choose 'I do not have any W-2s'.   You have to answer that question for you and your spouse.   But if you say 'Skip W-2s', they will keep asking because it thinks you have one to enter.    @Mellen0808    

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