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New Member
posted Jan 14, 2024 2:40:37 PM

HOW DO I FIND RAILROAD RETIREMENT FORM RRB-1099

where are the form rob 1099 on turbo tax

0 4 1405
1 Best answer
Level 15
Jan 14, 2024 4:10:04 PM

For railroad retirement benefits you should have received a two-part form. You have to enter each part separately, in different places in TurboTax.


The

green

form is Form RRB-1099-R. To enter it, follow the instructions that DoninGA gave you above.


The

blue

form is Form RRB-1099. To enter it type rrb-1099 in the Search box, then click the link that says "Jump to rrb-1099."

On the screen that says "Did you receive Social Security or Railroad Retirement benefits in 2023?" click Yes.

On the next screen, "Tell us about the benefits you received," check the box for "Railroad retirement benefits (Form RRB-1099)," then enter the amounts indicated on the screen. If you are filing a joint return, be sure to enter the amounts in the column for the correct person.

 

4 Replies
Level 15
Jan 14, 2024 2:44:34 PM

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Level 15
Jan 14, 2024 4:10:04 PM

For railroad retirement benefits you should have received a two-part form. You have to enter each part separately, in different places in TurboTax.


The

green

form is Form RRB-1099-R. To enter it, follow the instructions that DoninGA gave you above.


The

blue

form is Form RRB-1099. To enter it type rrb-1099 in the Search box, then click the link that says "Jump to rrb-1099."

On the screen that says "Did you receive Social Security or Railroad Retirement benefits in 2023?" click Yes.

On the next screen, "Tell us about the benefits you received," check the box for "Railroad retirement benefits (Form RRB-1099)," then enter the amounts indicated on the screen. If you are filing a joint return, be sure to enter the amounts in the column for the correct person.

 

New Member
Apr 10, 2024 7:30:11 PM

there is no RRB-1099 in the search results

Level 15
Apr 11, 2024 6:49:16 AM


@imr41906189 wrote:

there is no RRB-1099 in the search results


An RRB-1099 is entered in the Social Security section of the program -

 

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button