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.*