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Level 1

Question

Where do I enter my RRB-1099 info?

Forum|Forum|4 years ago
February 1, 2022
2 replies
21 views

No text available

TurboTax Free Edition Online

Alumni - Champ

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.

Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

**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.**

Level 15

....And be careful to enter the right menu line in the Retirment section

An RRB-1099 goes in on the same entry point as a Social Security SSA-1099

An RRB-1099-R goes in on the menu line where you start all the other 1099-R types.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*