Describe the sources rather than one replacement paycheck
A transition away from wages can introduce different income statements and payment schedules. List the sources relevant to the tax year and retain statements showing distributions or withholding where applicable. Distinguish an anticipated payment from a transaction already received. The retirement-plans resources provide official background; the treatment of a particular source depends on its facts and applicable instructions, not on the household’s use of the word retirement.
Connect the change to the current tax-payment question
Keep the prior return available as history, then note what has changed in timing, amounts, or withholding. Ask whether current withholding or estimated-tax information needs review for the actual situation. A previous balance deserves its own account record so it is not blended into a new-year projection. Before adjusting a payment instruction or authorizing advice, understand what assumptions are being used and what task is covered. Retain the record of any decision and its source without presenting an informal forecast as a completed tax calculation.