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

1 Best answer

Level 15

Jun 6, 2019 8:21:57 AM

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.

Level 15

Jun 6, 2019 8:21:57 AM

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.

Returning Member

Apr 1, 2020 3:30:02 PM

Thanks you.

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