topic I have turbotax home & business. Where do I enter RRB-1099? in Retirement tax questions

I have turbotax home & business. Where do I enter RRB-1099?

joybuz — Wed, 07 Aug 2019 14:01:33 GMT

Re: I have turbotax home & business. Where do I enter RRB-1099?

macuser_22 — Wed, 07 Aug 2019 14:57:18 GMT

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.]

Re: I have turbotax home & business. Where do I enter RRB-1099?

SteamTrain — Wed, 07 Aug 2019 15:08:17 GMT

@macuser_22 ...Lounge....

Re: I have turbotax home & business. Where do I enter RRB-1099?

SteamTrain — Wed, 07 Aug 2019 17:31:43 GMT

@joybuz

an RRB-1099 ?

an RRB-1099-R ?

They do get entered in slightly different places.

The RRB-1099 (without the trailing -R) goes into the same major retirement income section, but you have to go in on the line for Social Security, and not along with the other pension types.

Re: I have turbotax home & business. Where do I enter RRB-1099?

joybuz — Wed, 07 Aug 2019 20:13:57 GMT

Thanks a lot! That works 😀

topic I have turbotax home &amp; business. Where do I enter RRB-1099? in Retirement tax questions

I have turbotax home & business. Where do I enter RRB-1099?

Re: I have turbotax home & business. Where do I enter RRB-1099?

Re: I have turbotax home & business. Where do I enter RRB-1099?

Re: I have turbotax home & business. Where do I enter RRB-1099?

Re: I have turbotax home & business. Where do I enter RRB-1099?

topic I have turbotax home & business. Where do I enter RRB-1099? in Retirement tax questions