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New Member
posted Jul 11, 2020 6:37:53 AM

reporting 1099 rrb The program thinks it is an annuity and its not

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1 Best answer
Level 15
Jul 11, 2020 6:43:52 AM

If you received a Form RRB-1099 or a Form RRB-1099-R then follow these procedures to enter -

 

To enter Social Security benefits reported on form SSA-1099 or form RRB-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

 

To enter, edit or delete a form RRB-1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

Make sure that you have selected the correct Form on the form selection screen -

Form RRB-1099-R

3 Replies
Level 15
Jul 11, 2020 6:43:52 AM

If you received a Form RRB-1099 or a Form RRB-1099-R then follow these procedures to enter -

 

To enter Social Security benefits reported on form SSA-1099 or form RRB-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

 

To enter, edit or delete a form RRB-1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

Make sure that you have selected the correct Form on the form selection screen -

Form RRB-1099-R

Returning Member
Jan 18, 2021 6:41:03 AM

The turbo tax softwear treats my RRB pension like an IRA withdraw that I need to report taxes on instead of just an income which should not be taxed by the state of Delaware.

 

Expert Alumni
Jan 18, 2021 11:47:40 AM

It depends on the menu path you performed when you reported your 1099 RRB. Did you follow this path when you reported this?

  1. Wages and income>retirement plans and social security>Social Security (SSA-1099, RRB-1099)
  2. You will now reach a page that asks if this is a social security benefit or Railroad Retirement benefits (Form RRB-1099)
  3. Your amount of your 1099 RRB is not included in your adjusted gross income for the State of Delaware if reported as outlined above..
  4. You may have mistakenly entered this as IRA, 401(k), Pension Plan Withdrawals (1099-R). If this is the case, delete the entry and enter this as Social Security (SSA-1099, RRB-1099) as directed.