Retirement tax questions

I don't have answers about the annuity calcs.

 

BUT

Some RRB-1099-R forms do have the Medicare payments on them.

 

And older year's explanation of boxes from the RRB itself (before they renumbered the boxes)....see the BOLD stuff?:

 

"Box 10 - Medicare Premium Total - This is the total amount of Part B, C, and/or D Medicare premiums deducted from your railroad retirement annuity payments during the tax year indicated on Form RRB-1099-R. This amount is for informational purposes only.  Medicare premium refunds are not included in the Medicare total. The Medicare total is normally shown on Form RRB-1099.  However, if Form RRB-1099 is not required for the tax year indicated, then the Medicare total will be shown on Form RRB-1099-R. If your Medicare premiums were deducted from your social security benefits; paid by a third party; and/or you paid the premiums by direct billing, your Medicare total will not be shown in this box."

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So if you also get an RRB-1099 now, you would leave the Medicare premiums box empty on your software's RRB-1099-R  (or maybe a zero...try a blank first)

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