hoe does turbo tax handle railroad retirement tax

[LindaS5247]

You would have received a Form RRB-1099 for your railroad retirement income. Depending on which version of the form you get you will enter it in TurboTax accordingly.

Copy C of your RRB-1099 should be blue. ‌If it's green, you have Form RRB-1099-R. It's entered in a different place.

To enter your Form RRB-1099, you will:

1. Continue your return in TurboTax.
2. To get to the RRB-1099 section of TurboTax, if you are using TurboTax Online/Mobile: Click on this link to go to RRB-1099
3. If you are using TurboTax Desktop, you will click on the search icon, type "RRB-1099" in the search box, and click the link "Jump to RRB-1099"
4. Your screen will say "Did you receive Social Security or Railroad Retirement benefits in 2024" Select "Yes".
5. Your screen will say "Tell us about the benefits you received", Select "Railroad Retirement benefits (Form RRB-1099)"
6. Complete the boxes from your RRB-1099.
7. Answer any follow-up questions.

To enter your RRB-1099-R:

1. Continue your return in TurboTax.
2. To get to the RRB-1099-R section of TurboTax ,if you are using TurboTax Online/Mobile: Click on this link to go to RRB-1099-R.
3. If you are using TurboTax Desktop, you will click on the search icon, type "RRB-1099" in the search box, and click the link "Jump to RRB-1099"
4. Your screen will say: Did you get a 1099-R in 2024? Select "Yes". (If you land on the "Review your 1099-R info" screen instead, click "Add Another 1099-R" and "Continue".
5. Continue through the screens and choose how you'd like to import your info.
6. If you choose Type it in myself, select U.S. Railroad Retirement Board (RBR 1099-R) on the screen that says, "Who gave you a 1099-R?"
7. Select "Continue" and follow the instructions to enter your RRB-1099-R info.
8. Answer any follow-up questions.

Click here for "Where do I enter Form RRB-1099 (the blue copy)?"

Click here for "Where do I enter Form RRB-1099-R (the green copy)?"

Click here for "What are Forms RRB-1099 and RRB-1099-R?"