BillM223
Expert Alumni

Get your taxes done using TurboTax

Did you download the two 1099-R forms, or did you type them in by hand? If you typed them in by hand, did you identify the RRB-1999-R as such and not as a 1099-R?

 

Try indicating that you will enter the 1099-R forms by hand and you should see the four choices: 1099-R, CAS-1099-R, CSF-1099-R, and RRB-1099-R.

 

When you go through the 1099-R interview, the questions for the Simplified Method will probably ask you if you retired at the normal plan year. I don't know if the interview for the RRB-1099-R will ask because TurboTax may already know the normal retirement age.

 

In any case, see if you can see the screen with the heading of "Tell us which 1099-R you have", because that's where your four choices are, and you might have to tell TurboTax that you are going to enter the form by hand to see it.

 

@Swithk

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"