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I have turbotax home & business. Where do I enter RRB-1099?

 
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I have turbotax home & business. Where do I enter RRB-1099?

@joybuz 

 

an RRB-1099 ?

or

an RRB-1099-R ?

 

They do get entered in slightly different places.

 

The RRB-1099 (without the trailing -R) goes into the same major retirement income section, but you have to go in on the line for Social Security, and not along with the other pension types. 

 

____________*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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4 Replies

I have turbotax home & business. Where do I enter RRB-1099?

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

 

1099-R RRB.jpg

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

I have turbotax home & business. Where do I enter RRB-1099?

@macuser_22   ...Lounge....

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

I have turbotax home & business. Where do I enter RRB-1099?

@joybuz 

 

an RRB-1099 ?

or

an RRB-1099-R ?

 

They do get entered in slightly different places.

 

The RRB-1099 (without the trailing -R) goes into the same major retirement income section, but you have to go in on the line for Social Security, and not along with the other pension types. 

 

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

I have turbotax home & business. Where do I enter RRB-1099?

Thanks a lot!  That works 😀

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