Railroad Retirement Distributions Form RRB-1099-R

[gcp611]

Just checked and I got an update on the Georgia error message.  The update has fixed the issue and I was able to file my taxes finally!!!

[surfcobra]

Thanks for letting us know.  But odd that I haven't received an email notification of the fix. 

[BackwoodsSouthernLawyer]

I finally had time to try again and my FIL's taxes are done!  Waiting until summer for mine as I have to stroke another fat check...

[Chukj]

Hi BSL,

Glad it worked for you! I tried to find you Friday when the program fix downloaded, but for some reason I couldn't follow the thread back to you. I was able to complete my filings as well. Good things come to those who wait, or squawk in the right ear (one with authority to get things done). 

[horbo60]

RRB-1099-R is a retirement plan and not an annuity. The program asking for how I figured my annuity amount and what calculation was used. I don't! the railroad retirement board figures your monthly amount based on many things and that is what you receive. Once again it is not an annuity so I can't move on through the program because these annuity question don't apply to Railroad Retirement. I have used Turbo Tax for 9 years and they always have some issues with handling Railroad Retirement however, the last two years they finally understood how it is reported to the recipient but now it is totally messed up.

[charleswilson]

how to uncheck the 1099 RBB box? I have no railroad accounts. 

[JamesG1]

Was the US Railroad Retirement Board (RRB 1099-R) selected at  the screen Who gave you a 1099-R?

If so, you should delete the RRB1099-R, then enter the correct information.  Follow these steps.

• Down the left side of the screen, click on Federal.
• Down the left side of the screen, click on Wages & Income.
• Select Retirement Plans and Social Security, then IRA, 401(K), Pension plan withdrawals (1099-R).
• Click Start / Revisit to the right.
• Delete the incorrect form by clicking the delete trashcan to the right.
• Click Add another 1099-R to enter a new form.

@charleswilson