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Retirement tax questions
Be careful of where you enter the forms.
Ther are two possible forms.....in two separate menu item areas.
1) an RRB-1099-R goes in where you enter the regular 1099-R forms. When you start into that area to type in the data manually, you will be given 4 choices, one of which is an RRB-1099-R
2) The other possible form is the RRB-1099 (but no trailing "-R"). that goes in where you enter the Social Security SSA-1099, and when you get into that Q&A there is a checkbox to indicate it is the RRB-1099 version.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 9, 2024
4:22 PM