Retirement tax questions

Make sure you are entering ti in the 1099-R area, and not the SSA-1099 area

 

For the RRB-1099-R, you star in at the 1099-R entry point, and then select the specific RRB-1099-R during some of the initial question & pages before you get to the actual forms.

 

For the RRB-1099 you start in at the Social Security  SSA-1099 entry point, then check a box to indicate it is actually an RRB-1099.

 

@dmerchant24  

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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