RRB-1099-R

Forum|Forum|5 years ago
January 22, 2021
1 reply
3 views

I'm doing my taxes and either there is an issue with the TurboTax software / form or the form I received from the Railroad Retirement Board. The software asks for Box 5 Total Net Benefits but there is nothing in box 5 on the form I received -- there is an amount in Box 4 though. The software asks for Box 10 Federal Tax Withheld, but the form I received has that amount in Box 9. I think the TurboTax software is wrong.

DoninGA

Level 15

You selected the wrong form in the program. You selected a Form 1099-R and not the Form RRB-1099-R.

Delete the form you entered.

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

highwoods2020

Level 2

I'm having problems with my RRB-1099-R. It is wanting my Plan Cost at annuity starting date, and the starting date. Not sure what to enter. My late husband was the RR employee and I didn't start drawing RRR until I hit 60. I've always used a cpa before and he's never asked this question.

sls50211

Level 9

I don't think you are in the right screens. Delete what you have entered and start over. After you have logged in and are in your return in TurboTax Online:

Go to Search at the top of the screen.
Enter RRB-1099 in the search box.
You will see a Jump To function that will take you to the RRB-1099 input screens.
There you will see a question if this is for Medicare or Railroad Benefits
Then enter your information off the RRB-1099