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Retirement tax questions
IF the line numbers/boxes are numbered differently, then you are likely in the wrong form.
RRB sends out two possible forms...or both depending on the circumstances.
1) An RRB-1099 that goes in at the same area you enter as Social Security SSA-1099 forms (when you go in there is a checkbox to indicate it's an RRB, and not an SSA)
or
2) An RRB-1099-R that goes in where you enter other 1099-R forms.
Two different menu selection lines on the Wages&Income page...don't confuse one form for the other...the presence. or absence, of that final -R is critical.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 15, 2024
12:19 PM