Should I add RRBr line 5 and SSA line 3 together and enter total as income?

[DoninGA · Accepted solution]

No.  Each form is entered separately.  Form RRB-1099 and SSA-1099 both use box 5 on the form as total net benefits received.  Check the boxes on the entry screen for a SSA-1099 and a RRB-1099.

To enter Social Security benefits reported on form SSA-1099 and on 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