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Retirement tax questions
The RRB-1099 benefits are like social security benefits. They are only taxable if your mom's income reaches a certain level. Is this the only income she has? Did she also receive a RRB-1099R? The RRB-1099 is blue and the RRB-1099R is green. The RRB-1099R would be the railroad pension. These are separate forms and if she received them both, they both need to be entered into TurboTax. Click here for more information on entering Railroad Retirement.
If the only income she has is the RRB-1099, check with her and see if she has $1 of interest income. She then would be able to efile.
March 14, 2021
12:20 PM