How do I record my railroad green RRB1099 R ?

[DoninGA · Accepted solution]

To enter a form 1099-R -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on (if shown)
• Scroll down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

Make sure that you select the RRB-1099-R on the form selection screen.

[sue2bingo]

Charles is a retired AMTRAK emloyee, When I enter Charles's RRB-1099-r, it gets to a certion page that says:  What is the earliest age Charles could retire if he was not disabilitied.  HE IS NOT DISABLED. 

I am a sposual annutant, when I enter my RRB-1099-R ,FIRST, all Charles info populates the form, then it askes me the same question about being disabled. 

sue 

[phone number removed] or [email address removed]

[JohnB5677]

Although Charles worked and earned this AMTRAK pension, it sounds like it now belongs to you.

Delete the record that has him on it and start over.  When it asks wno's 1099-R this is, you should indicate your's.  This should resolve the issue of the weird questions.