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Where do I put that I am retired?

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2 Replies

Where do I put that I am retired?

You do not have to enter anywhere on your tax return that you are retired.    For "occupation" you can use anything you want.  The IRS does not use occupation for anything that affects your tax due or refund; they only use it for statistics.   When it asks for a W-2 say you do not have a W-2; or delete the old employer that transferred over from the past year.

**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.**

Where do I put that I am retired?

You might get a 1099R for retirement pensions or IRA withdrawals.  And if you are getting Social Security you will get a SSA-1099 form.   You have to enter  everything into your tax return.  

 

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

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