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New Member
posted Apr 10, 2024 9:36:53 AM

Where do I put that I am retired?

The Employment section does not have a selection for "retired"

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2 Replies
Level 15
Apr 10, 2024 9:47:22 AM

You do not have to enter anywhere on your tax return that you are retired.    For "occupation" you can use anything you want.  The IRS does not use occupation for anything that affects your tax due or refund; they only use it for statistics.   When it asks for a W-2 say you do not have a W-2; or delete the old employer that transferred over from the past year.

Level 15
Apr 10, 2024 9:55:31 AM

You might get a 1099R for retirement pensions or IRA withdrawals.  And if you are getting Social Security you will get a SSA-1099 form.   You have to enter  everything into your tax return.  

 

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start