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Retirement tax questions
You may be in the wrong screens. The RRB-1099 should be blue and the RRB-1099R should be green. The Blue copy is entered in the same screens as Social Security. The RRB-1099R is entered with the IRA, 401K, Pension Plan section directly above the RRB-1099 section of TurboTax. You will want to select "Change how I enter my form" then "Type it myself". On the next screen select "RRB1099R" to enter the retirement part of your pension.
March 16, 2021
2:45 PM