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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.
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.]
@macuser_22 ...Lounge....
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.
Thanks a lot! That works 😀
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