What do I do with RRB-1099 and RRB 1099R

[rjs · Accepted solution]

You enter each form separately.

Here's how to enter Form RRB-1099 in TurboTax.

• Click the Federal Taxes tab.
• Click Wages & Income.
• Click "I'll choose what I work on" or "Jump to a full list."
• On the screen "Your 2016 Income Summary," scroll down to the section "Retirement Plans and Social Security."
• Click the Start, Update, or Revisit button for "Social Security (SSA-1099, RRB-1099)."
• On the next screen, select "Yes, let's work on Social Security benefits" and click Continue.
• On the next screen, "Tell Us About the Benefits You Received," check the box for "Railroad retirement benefits (Form RRB-1099)," then enter the amounts indicated on the screen. If you are filing a joint return, be sure to enter the amounts in the column for the correct person.
  

Here's how to enter Form RRB-1099-R in TurboTax. Start off the same as if you were entering a regular 1099-R.

• Click the Federal Taxes tab.
• Click Wages & Income.
• Click "I'll choose what I work on" or "Jump to a full list."
• On the screen "Your 2016 Income Summary," scroll down to the section "Retirement Plans and Social Security."
• Click the Start, Update, or Revisit button for "IRA, 401(k), Pension Plan Withdrawals (1099-R)."
• When you get to the screen that says "Tell Us Which 1099-R You Have," select RRB-1099-R. If you are filing a joint return, be sure to select the correct person that the RRB-1099-R belongs to. Click Continue.

Enter the information into TurboTax exactly as it appears on the RRB-1099-R. If a box on the RRB-1099-R is blank, leave it blank in TurboTax; don't enter zero. After you enter the RRB-1099-R TurboTax will ask you a series of questions. Read the questions carefully and be sure to answer them accurately.

[deannkarl]

I see that this response indicates 2016.  I am preparing my 2019 return and do not find the input for the RRB-1099-R when I follow this direction.  I only find the RRB-1099 input.  Where is the input for the RRB-1099-R?

[AnnetteB6]

The Form RRB-1099-R is entered in the Form 1099-R section of your return.  

Use the following steps:

1. Sign in to your TurboTax account and open or continue your return.
2. Search for rrb-1099-r (lower-case, with the dashes) and select the Jump to link in the search results.
3. On the Your 1099-R screen, select Yes and Continue.
   • If you land on the Your 1099-R Entries screen instead, click Add Another 1099-R and Continue.
4. On the Tell us how you want to enter your 1099-R info screen, choose how you want to enter your information. If you don't have a PDF, choose I don't have a PDF and select Continue.
5. On the Select another method to enter your 1099-R info screen, select I'll type it in myself.
6. On the Tell Us Which 1099-R You Have screen, select the RRB-1099-R option (verify the information) and Continue.
7. Follow the instructions to enter your RRB-1099-R information.

@deannkarl

[Cycarr]

I have already filed my taxes, I got a 1099-r form late , will this cause me problems if this form is not summited? 

[ToddL99]

Since you have already filed, you have two options:

1. Wait until the return has been processed (refund received or payment cleared), and then file an amended return to report the Form 1099-R or;

2. Wait until the IRS contacts you about the missing 1099-R, and pay the tax they propose in the notice they send. If the 1099-R is simple (e.g. doesn't involve an early distribution or have any other complicated characteristics), the IRS will propose an increase in your taxes and give you a payment coupon to use if you agree. This would be an automated notice and is very common, since many people either forget to report 1099-R income or never receive the form from the Payer.

Amending the return is the preferred course of action.

See How do I amend my 2020 TurboTax Online return?

[Railman]

The answer below deals with 2019 and I am working on 2020, our first year receiving RR Retirement benefits.  The boxes referenced in the T-tax table for RRB-1099-R do not match the boxes on our actual forms.  For instance, among other issues, T-Tax asks for Box 5 (Total Net Benefits) from the form but the form has Vested Dual Benefit for Box 5 and that is blank.  It looks like T-Tax actually wants Box 7, which is labeled "Total Gross Paid" on the form received.  I've been using T-Tax for many years and never had this problem before.  Thanks for help.

[SamS1]

You may be in the wrong screens.  The RRB-1099 should be blue and the RRB-1099R should be green.  The Blue copy is entered in the same screens as Social Security.  The RRB-1099R is entered with the IRA, 401K, Pension Plan section directly above the RRB-1099 section of TurboTax.  You will want to select "Change how I enter my form" then "Type it myself".  On the next screen select "RRB1099R" to enter the retirement part of your pension.