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My wife retired november 2019,did not get a w-2 for 2020 ,just 1099-R ?

what do I put in for income & taxes witheld
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2 Replies

My wife retired november 2019,did not get a w-2 for 2020 ,just 1099-R ?

On the 1099-R?

 

A 1099-R does not get entered in the W-2 section.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

My wife retired november 2019,did not get a w-2 for 2020 ,just 1099-R ?

And delete any W2s for her that transferred over from 2019.  On the 1099R her income is in box 1 and federal withholding in box 4.

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