topic Where can I state that I have retired this year before I begin my return? The choices given do not show that option. in Retirement tax questions

Where can I state that I have retired this year before I begin my return? The choices given do not show that option.

lmp8951 — Wed, 11 Feb 2026 07:01:37 GMT

In the very first part of the return it says any big changes last year? The choices are: Got a new job, bought a house, marital change, new child/dependent, and moved. Obviously none of these fit my choice needed.

Re: Where can I state that I have retired this year before I begin my return? The choices given d...

MarilynG1 — Fri, 01 Mar 2024 19:47:15 GMT

Those questions at the beginning are not applicable to your tax return.

They are for TurboTax to guide you within the program.

If you retired this year and took a Retirement Distribution, you may need to enter a Form 1099-R.

Otherwise, you can make changes to your Income while entering a W-2 (or reporting not having one this year).

Here's Tax Tips for Retirement you may find helpful.

@lmp8951

Re: Where can I state that I have retired this year before I begin my return? The choices given d...

xmasbaby0 — Fri, 01 Mar 2024 22:20:06 GMT

If you have a SSA1099 from Social Security to enter

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

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.