Form RRB 1099-R

The green form is your annuity or pension and entered as a 1099-R.

The blue form is your Social Security equivalent and entered in the same place as SSA-1099.

 

To enter the blue form:

1. Select Social Security
2. When asked about the benefits, select Railroad

To enter the green form:

1. Select Pension -1099-R
2. Enter the information

 

 

By clicking on the Turbo Tax 1099-R the numbers are not equivalent to the RRB 1099-r (Green Form).  For example: Box 3 on the Green Form is Employee Contributions, Box 4 is Contributory Amount, Box 7 is Total Gross Paid.  Turbo Tax 1099 R - Box 3 is Capital Gain, Box 4 Federal income tax Withheld and Box 7 is - Select code(s) that matches Box 7. 

I have been trying to get this entered for several days and am getting extremely frustrated.

@gsutton007 You did not select the correct 1099-R when you started.  You needed to select the RRB-1099-R and what you selected was the 1099-R.

Delete the form you started and then select the correct form.

Found it!  Although it didn't have a Box 7, it is the same amount as Box 3 so it should work out.