Retirement tax questions

Make sure you clearly distinguish between an RRB-1099 and an RRB-1099-R.

 

Those are two different form types....searching RRB-1099 might be a more accurate Search if it doesn't use the trailing "-R" since the RRB-1099 goes in the Social Security section and not with the other 1099-R form types

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*