Railman
New Member

Retirement tax questions

The answer below deals with 2019 and I am working on 2020, our first year receiving RR Retirement benefits.  The boxes referenced in the T-tax table for RRB-1099-R do not match the boxes on our actual forms.  For instance, among other issues, T-Tax asks for Box 5 (Total Net Benefits) from the form but the form has Vested Dual Benefit for Box 5 and that is blank.  It looks like T-Tax actually wants Box 7, which is labeled "Total Gross Paid" on the form received.  I've been using T-Tax for many years and never had this problem before.  Thanks for help.