Retirement tax questions

SteamTrain · ‎August 6, 2020

Careful though....the RRB-1099 and RRB-1099-R are different forms.

1) The RRB-1099 goes in at the same spot as an SSA-1099

2) The RRB-1099-R goes in with the other 1099-R forms, and when you start into that section, you will select the RRB-1099-R as a sub-selection.

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