I retired mid year how do i document that on turbotax?

jimfloyd61 — Mon, 09 Mar 2026 08:48:01 GMT

Re: I retired mid year how do i document that on turbotax?

DoninGA — Tue, 08 Mar 2022 14:53:39 GMT

Being retired is not reported on a tax return.

Re: I retired mid year how do i document that on turbotax?

xmasbaby0 — Tue, 08 Mar 2022 16:34:12 GMT

You do not document that you retired. But if you have a combination of W-2 income and retirement income, those sorts of incomes are entered in different parts of the software.

Enter your W-2 in Federal>Wages & Income.

If you are receiving Social Security benefits-- 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.

If you are receiving income from a pension or retirement account--

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.

topic I retired mid year how do i document that on turbotax? in Retirement tax questions

I retired mid year how do i document that on turbotax?

Re: I retired mid year how do i document that on turbotax?

Re: I retired mid year how do i document that on turbotax?