Retired in May...new to being retired where do I list this

rosiegirl51 · ‎June 6, 2019

xmasbaby0 · ‎June 6, 2019

You do not "list" being retired anywhere--unless you want to use that word for "occupation."

If you received Social Security benefits in 2017 you will soon get a SSA1099;

Go to Federal> Wages & Income>>Retirement Plans and Social Security to enter your SSA1099.

If you received income from a pension plan or IRA in 2017, you will receive a 1099R.

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

**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.**

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xmasbaby0 · ‎June 6, 2019

You do not "list" being retired anywhere--unless you want to use that word for "occupation."

If you received Social Security benefits in 2017 you will soon get a SSA1099;

Go to Federal> Wages & Income>>Retirement Plans and Social Security to enter your SSA1099.

If you received income from a pension plan or IRA in 2017, you will receive a 1099R.

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

**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.**

JimHMargaretEB · ‎April 1, 2020

Thanks you.

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Retired in May...new to being retired where do I list this