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Railroad Retirement RRB-1099-R Step-by-Step Questions
This pertains to the questions I am getting when filling out the RRB-1099-R. After filling out the initial information page it asks the question: Did Bobby receive these funds as a beneficiary of a railroad employee who passed away?
Choice of answers are:
Bobby is a beneficiary of a railway employee who passed away.
Bobby is a spousal annuitant beneficiary.
Bobby was a railroad employee.
Why is the program presenting questions as if I am dead?
Onto the next question program asks;
What was the youngest age Bobby could have retired and received pension from Bobby's last employer if Bobby hadn't become disabled?
Now the program thinks I am disabled, I am not disabled. How can I answer these questions truthfully?
Bob
‎February 19, 2024
4:46 PM