Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
rosiegirl51
New Member

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

 
1 Best answer

Accepted Solutions
xmasbaby0
Level 15

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

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.**

View solution in original post

2 Replies
xmasbaby0
Level 15

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

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
Returning Member

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

Thanks you.

Dynamic AdsDynamic Ads
Privacy Settings
v