topic Error- retired with no W2 in Retirement tax questions

Error- retired with no W2

vampirefish — Sat, 20 Feb 2021 23:48:25 GMT

I'm receiving an error because I don't have a w2 (retired). I have rechecked that I don't have any w2s, created a fake one just to delete it and still can't get past it. PLEASE HELP I've never had an issue like this with TurboTax. This is a HORRIBLE bug

Re: Error- retired with no W2

fanfare — Sun, 21 Feb 2021 01:03:45 GMT

what happens when you click EDIT/UPDATE W-2 ?

You should see a trash can, or delete button.

What is the error message ?

Re: Error- retired with no W2

vampirefish — Sun, 21 Feb 2021 07:19:08 GMT

After I delete my w2 it appears that it’s been deleted. Then I go to recheck my errors and they still pop up- line 9 no income but I’ve added in social security. What gives?

Re: Error- retired with no W2

bluedeb — Mon, 22 Feb 2021 21:02:26 GMT

@vampirefish Have you tried switching to Forms Mode, to see if there is a W-2 Worksheet or something about a W-2. You can delete the form in Forms Mode.

How do I switch to Forms Mode in the TurboTax for Windows software?

To switch to Forms Mode, open your return and click the Forms icon in the upper-right corner of your screen (or choose Forms from the View menu at top).

The 1040 Worksheet will display and all the forms in your return will be listed on the left side. Simply select a form to open it.

To switch back to the interview, click the Step-by-Step icon in the upper right corner, or choose it from the View menu.

Tips

In Step-by-Step mode, you can view the underlying tax form by clicking Show Relevant Form near the bottom of your screen. Not all screens will have this, only those where the input relates directly to a tax form.
It's OK to switch to Forms Mode if you want to look at a form or two, but constantly toggling back and forth between Forms Mode and Step-by-Step has been known to cause problems and data corruption.

Re: Error- retired with no W2

johngarnhart — Thu, 06 Apr 2023 14:22:46 GMT

how and where do i enter w2 information form i have is csa 1099r

Re: Error- retired with no W2

xmasbaby0 — Thu, 06 Apr 2023 14:27:41 GMT

@johngarnhart

If you do not have a W-2 for 2022:

If an old employer or old W-2 transferred over from last year, you can delete that employer or W-2 in Federal>Wages & Income and tell the software that 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.

Re: Error- retired with no W2

DoninGA — Thu, 06 Apr 2023 14:32:21 GMT

@johngarnhart wrote:

how and where do i enter w2 information form i have is csa 1099r

A CSA-1099-R is not entered in the W-2 section.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R