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Spruce12-
Returning Member

State taxes retired

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

 

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2 Replies

State taxes retired

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
JotikaT2
Employee Tax Expert

State taxes retired

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:

  1. Go to the Federal section of the program. 
  2. Select Income & Expenses
  3. Select Job (W-2)
  4. 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.

 

Blank W-2 form

 

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.

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

1099-R input example

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