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I received Form RRB-1099 and on the bottom half it shows Form RRB-1099-R. Which one am I suppose to report on my taxes?

 
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5 Replies

I received Form RRB-1099 and on the bottom half it shows Form RRB-1099-R. Which one am I suppose to report on my taxes?

Aren't they the same?  Just enter one.  

I received Form RRB-1099 and on the bottom half it shows Form RRB-1099-R. Which one am I suppose to report on my taxes?

No, they are not the same. Different amounts.  

I received Form RRB-1099 and on the bottom half it shows Form RRB-1099-R. Which one am I suppose to report on my taxes?

An RRB-1099-R is retirement  entered in the 1099-R interview.

An RRB-1099 is equivalent to Social Security entered in the Social Security interview.

 

 

**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 received Form RRB-1099 and on the bottom half it shows Form RRB-1099-R. Which one am I suppose to report on my taxes?

So sounds like they should enter both?  They came on the same sheet?

I received Form RRB-1099 and on the bottom half it shows Form RRB-1099-R. Which one am I suppose to report on my taxes?

Yes, That is common for RRB forms - retirement distributions and the railroad equivalent of Social Security are both sent at the same time.

**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.**

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