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New Member
posted Feb 13, 2023 11:29:17 AM

I received a rrb-1099-R, rrb-1099 and ssa1099. do i have to enter the information from all 3 forms? i am retired rr employee and get social security and pension

is my social security included on the ssa1099 or do i have to enter the amount from the ssa form and the rrb 1099?

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2 Replies
Level 15
Feb 13, 2023 11:38:50 AM

Yes----ALL of your 2022 income must be entered on your 2022 tax return.   Retirement income is taxable on your federal return; some states also tax retirement income.

 

  Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

Expert Alumni
Feb 13, 2023 11:42:06 AM

Yes, you will need to enter the information for all three forms in the sections provided by TurboTax for each one in order for your tax to be calculated correctly.

 

For more information, follow the links below:

 

Form RRB-1099 (blue)

 

Form RRB-1099-R (green)

 

Form SSA-1099