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Level 1
October 30, 2024
Question

Retirement

  • October 30, 2024
  • 1 reply
  • 5 views

My husband retired in May 2024. I need to do January to April normal and from May to December as retired. How do I do this?

    1 reply

    VolvoGirl
    Level 15
    October 30, 2024

    Nothing special, you file the same way as always.  He will have a W2 and will be getting a 1099R for any retirement and a SSA-1099 if he gets Social Security.  Just enter all the income into your tax return.