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?

brismommy2008 · ‎March 21, 2020

VolvoGirl · ‎March 21, 2020

Aren't they the same? Just enter one.

brismommy2008 · ‎March 21, 2020

No, they are not the same. Different amounts.

macuser_22 · ‎March 21, 2020

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.**

VolvoGirl · ‎March 21, 2020

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

macuser_22 · ‎March 21, 2020

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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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?