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Retirement tax questions
Delete the 1099-R form from TurboTax and re-enter it using the correct inputs. I believe you marked RRB on the first entry screen with 4 tiles:
U.S. Railroad Retirement Board (RRB 1099-R)
For annuities or pensions
That's not very good verbiage as this is for RRB pensions and annuities ONLY.
Click the tile that says:
Financial institution or other provider (1099-R)
Retirement plans like 401(k)s, IRAs, pensions, annuities, etc.
Most common
March 21, 2025
3:05 PM