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posted Apr 21, 2025 9:36:33 AM

Should I check W-2 under the Employment status, if I am retired and not working but receive a pension?

Under the Employment status, which box do I check if I am retired, not working but do receive a monthly pension?

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1 Replies
Level 15
Apr 21, 2025 9:39:50 AM

No---you tell the software you do not have any W-2's and enter your retirement income in the correct area for retirement income.

 

 

If you received Social Security benefits:

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

 

If you received a pension:

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