topic Railroad Retirement Distributions Form RRB-1099-R in State tax filing

Railroad Retirement Distributions Form RRB-1099-R

PajeDr — Sun, 14 Mar 2021 04:01:33 GMT

Keep getting message "Schedule 1: Social Security Benefits/RRB 1099-R. We're still working on updates related to Railroad Retirement Distributions that qualify for disaster or covid relief. Keep working on your return and we'll remove this message when it's ready"

We do not receive Railroad Retirement Distributions. We only receive Social Security. I finished my taxes and went through the process to E-File. Then Turbotax does a check again and takes me back to the above message.

Why?

Re: Railroad Retirement Distributions Form RRB-1099-R

surfcobra — Sun, 14 Mar 2021 17:36:30 GMT

I'm getting the same thing. But it's highlighting the portion of my social security benefits that are exempt from GA taxes and is preventing me efiling my taxes. I dont get Railroad retirement benefits and all my entries are correct.

Re: Railroad Retirement Distributions Form RRB-1099-R

surfcobra — Sun, 14 Mar 2021 17:42:40 GMT

Re: Railroad Retirement Distributions Form RRB-1099-R

SamS1 — Sun, 14 Mar 2021 19:31:10 GMT

@PajeDr Review your Social Security benefits input. The RRB-1099 and SSA-1099 are entered on the same screen. Make sure you checked the box for Social Security Benefits.

Re: Railroad Retirement Distributions Form RRB-1099-R

PajeDr — Sun, 14 Mar 2021 20:08:45 GMT

I do have the Social Security box checked. Not the Railroad Retirement. I have gone back over everything several times. Reviews says everything in Federal is correct ready to file. At first, Georgia review goes all the way to the end and then when I click e-file I get that message and it won't let me file.

Re: Railroad Retirement Distributions Form RRB-1099-R

SamS1 — Sun, 14 Mar 2021 22:58:36 GMT

Try deleting the GA return and re-adding then go through the state return again. This might clear the problem and enable you to e-file the GA return. At the state return menu, select delete next to the GA state return then re-add and complete.

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You can find the most up to date information from the IRS here, and read more from TurboTax here.

Re: Railroad Retirement Distributions Form RRB-1099-R

surfcobra — Mon, 15 Mar 2021 00:23:11 GMT

I did use a remove state tax return button in TT and it supposedly removed it, but when I reinstalled the GA return, it re-populated with the previous data. Same result. Won't efile. Under the search button, I have learned that you can't delete a state return that you have already paid for, which I have.

Re: Railroad Retirement Distributions Form RRB-1099-R

SamS1 — Mon, 15 Mar 2021 00:44:38 GMT

You could try this also. Review your forms in TurboTax. Try deleting the social security benefits worksheet then re-entering it back in TurboTax. I suggest also have logging out of TurboTax, clearing your browser cache and cookies, logging back in, then re-enter your Social Security benefits. While you are in the forms area, look for anything that might have railroad associated with it.

While in your return in TurboTax:

In the left hand column select "Tax Tools"
Select "Tools"
Select "Delete a form"
Review for Social Security Benefits Worksheet
Delete selected form then "Back"
Log out of TurboTax
Clear Browser Cache and Cookies
Log back in and re-enter SSA-1099

Cookies are small files that temporarily store data on your computer. We use them to personalize your experience so you see information you already entered and not items that are irrelevant or repetitive. On rare occasions, they may make your browser think you already did something that you still need to do. To fix that, you'll need to delete (clear) the cookies from your browser. Each browser has a slightly different method for deleting cookies. Choose the browser you're using:

Re: Railroad Retirement Distributions Form RRB-1099-R

surfcobra — Mon, 15 Mar 2021 19:42:29 GMT

I did exactly as you described above, deleting form and clearing cache and bookmarks. Also, deleted the related worksheet on the GA form. Then checked for updates. None. Then re-entered everything in TurboTax. Still got the same result. It says theyre still working on it as indicated above in my previous post. Again, all the data is correct. But it won't let me efile both returns simultaneously.

Re: Railroad Retirement Distributions Form RRB-1099-R

surfcobra — Mon, 15 Mar 2021 19:48:03 GMT

I meant to say I cleared the cache and cookies.

Re: Railroad Retirement Distributions Form RRB-1099-R

Chukj — Tue, 16 Mar 2021 19:55:42 GMT

The error message keeps saying they are waiting on an update. If so, all this cache clearing business is nonsense. When will this update occur? Both my Fed and GA filing are being held hostage, when I have already paid my $25.00 GA filing fee. (which is an outrageous 25% increase over previous years). Why was I not alerted to this error before being told to pay for the filing? Is this a scam being perpetrated by Intuit to hold my money without earning it by completing this filing?

Re: Railroad Retirement Distributions Form RRB-1099-R

LEHobbs — Fri, 19 Mar 2021 15:34:27 GMT

I have this same issue and need to transmit my return. I have also already paid to file the Georgia return.

Re: Railroad Retirement Distributions Form RRB-1099-R

surfcobra — Fri, 19 Mar 2021 16:24:35 GMT

I finally got through to a Turbotax representative by phone a couple of days ago. After consulting with her supervisor, the rep advised me to delete the Covid relief form as the possible solution. They also advised that there was no pending update on this problem. After deleting the Covid relief form, I ran the final review again, and instead of having 1 error, now had 4 errors. So, still no solution to the software glitch. As of now, I have no choice but to wait closer to the filing deadline to see if there's some possibilty of a fix to the problem, and if not, I will print out a copy of my state taxes and mail it in. Then, call TurboTax and get a refund of my efile fees. It's been a pain in the behind to spend all this time trying to fix a problem that is no fault of mine since all entries are correct and all updates have been downloaded.

Re: Railroad Retirement Distributions Form RRB-1099-R

Chukj — Fri, 19 Mar 2021 19:03:21 GMT

I don't understand why TT won't fix what is clearly a program bug or glitch on its part. Fortunately, Georgia has extended its filing deadline to May 17 to match IRS. I'll wait a while longer to see if anything happens to correct this. I have used TT for over 20 years and never had a problem like this. Does anyone at TT read these posts? All I get are emails congratulating me for reading posts and getting a thumbs up. We need help, not platitudes!

Re: Railroad Retirement Distributions Form RRB-1099-R

AmyC — Sat, 20 Mar 2021 01:53:43 GMT

The GA section is being reworked. I don't know the timeline.

@Chukj

Re: Railroad Retirement Distributions Form RRB-1099-R

Chukj — Sat, 20 Mar 2021 04:07:47 GMT

Apparently Turbo Tax Experts are sending out mixed messages about this problem, based on a previous post I read. I know that there are many changes afoot with both Fed and state tax rules and regulations right now, and I would have been happy to wait for an update if I had not already paid my fee. I had to wait at one point for a another form update before I could continue. However, please understand that my biggest gripe with TT right now is that it let me get all the way through both Fed and State, did a review, told me it was ready to file, allowed me to initiate filing, including paying my state filing fee, and then, and only then, did it run one last review and throw up this error which is unfixable on the user's part. This is poor, poor customer service and smacks of deceit.

Re: Railroad Retirement Distributions Form RRB-1099-R

BackwoodsSouthernLawyer — Sat, 20 Mar 2021 15:16:02 GMT

I have this exact problem in GA and am terribly disappointed in the lack of support. I have been using TT for 20 years without problems. This has me pulling my hair out trying to help my FIL with his filing.

Re: Railroad Retirement Distributions Form RRB-1099-R

rodocs — Sat, 20 Mar 2021 22:37:43 GMT

I'm having the same issue. Already paid for e-filing and the Check This Entry Railroad Retirement Distributions error prevents me from filing.

Re: Railroad Retirement Distributions Form RRB-1099-R

BackwoodsSouthernLawyer — Mon, 22 Mar 2021 16:42:11 GMT

TT Twitter Support just wrote:

“This issue should be fixed. You would want to make sure your TurboTax program is fully up to date and also check to make sure your computer/operating system is up to date.

-T.F.”

Testing tonight...

Re: Railroad Retirement Distributions Form RRB-1099-R

surfcobra — Mon, 22 Mar 2021 17:14:53 GMT

Thanks. Let us know how it goes.