Retirement tax questions

.Also... depending on your situation, you may be getting both an RRB-1099 and an RRB-1099-R.

 

Those two forms are different and go into the tax software in slightly different places.  Read and bookmark this FAQ page for future use:

 

https://ttlc.intuit.com/community/retirement/help/what-are-forms-rrb-1099-and-rrb-1099-r/00/25980

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