topic State taxes retired in State tax filing

State taxes retired

Spruce12- — Sat, 20 Mar 2021 16:18:45 GMT

Turbo Tax wants me to enter W2 employer ID number in state tax but I am retired

Re: State taxes retired

xmasbaby0 — Sat, 20 Mar 2021 16:27:53 GMT

If you are retired it sounds like you might be trying to enter a 1099R or SSA1099 in the wrong place.

Did you get Social Security?

Do not try to enter your SSA1099 or RR1099RB as a W-2. Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

Or did you receive a pension or some other sort of retirement income?

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.

Re: State taxes retired

JotikaT2 — Sat, 20 Mar 2021 16:36:20 GMT

In addition to what xmasbaby0 posted above, you may need to go back into the federal interview section to ensure you did not enter anything in the wages section. If you did, and you did not receive a W-2 form, you can delete it as follows:

Go to the Federal section of the program.
Select Income & Expenses
Select Job (W-2)
Select the little trash can icon to the right of the applicable W-2 entry

If however, you did receive a W-2 form, you will be able to enter your state information in boxes 15-17 of your input in the W-2 section.

All of your retirement income would have been reported on a 1099-R form. This information should be entered into the program as follows in the Federal interview section of the program.

Select Income & Expenses
Scroll down to All Income
Select show more to the right of Retirement Plans & Social Security
Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
To enter additional 1099-R forms, simply select +Add Another 1099-R