When trying to enter Oregon PERS retirement $, Turbo goes to a Railroad retirement form.

Returning Member

Mar 21, 2025 3:05:55 PM

Delete the 1099-R form from TurboTax and re-enter it using the correct inputs. I believe you marked RRB on the first entry screen with 4 tiles:

U.S. Railroad Retirement Board (RRB 1099-R)

For annuities or pensions

That's not very good verbiage as this is for RRB pensions and annuities ONLY.

Click the tile that says:

Financial institution or other provider (1099-R)

Retirement plans like 401(k)s, IRAs, pensions, annuities, etc.

Most common

Expert Alumni

Mar 25, 2025 3:58:10 PM

At the screen Who gave you a 1099-R?, select Financial institution or other provider (1099-R).