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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

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

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.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
MonikaK1
Expert Alumni

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

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

 

 

 

 

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