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posted Mar 11, 2025 11:44:04 AM

sO NOT HAVE A w-2FORMBUT A 1099R FORM WHAT DO i DO NEXT?

i DID NOT RECIECE A w-2 FORM AS i HAVE BEENRETIREDFOR 25YEARS SO MY FORMEREMLOYER SENDS ME ONLY A 1099R FORM USED TO FILEMYSTATE/FEDERALTAXS. WHATDO iDO?

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2 Replies
Level 15
Mar 11, 2025 11:46:35 AM

You tell the software you do not have any W-2's.

 

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.

 

If you received Social Security:

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA109

 

 

Expert Alumni
Mar 11, 2025 11:48:05 AM

It is correct that you did not receive form W-2 as this form reports wages, withholdings and SS taxes for employees. As you did not work in 2024, there is no form W-2.

 

Form 1099-R is to report distributions from your retirement accounts and pensions.

 

You can enter your form 1099-R by following the instructions in this TurboTax Help article.