AnnetteB6
Expert Alumni

Retirement tax questions

The Form RRB-1099-R is entered in the Form 1099-R section of your return.  

 

Use the following steps:

  1. Sign in to your TurboTax account and open or continue your return.
  2. Search for rrb-1099-r (lower-case, with the dashes) and select the Jump to link in the search results.
  3. On the Your 1099-R screen, select Yes and Continue.
    • If you land on the Your 1099-R Entries screen instead, click Add Another 1099-R and Continue.
  4. On the Tell us how you want to enter your 1099-R info screen, choose how you want to enter your information. If you don't have a PDF, choose I don't have a PDF and select Continue.
  5. On the Select another method to enter your 1099-R info screen, select I'll type it in myself.
  6. On the Tell Us Which 1099-R You Have screen, select the RRB-1099-R option (verify the information) and Continue.
  7. Follow the instructions to enter your RRB-1099-R information.

 

@deannkarl

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