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Level 1
posted Feb 14, 2021 2:33:28 PM

1099R

My RRB1099 form includes both a RRB1099 and an RRB1099R The numbers and amounts are different which should I be using, the 1099 or 1099R?

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1 Replies
Level 15
Feb 14, 2021 2:44:05 PM

Both, on the Wage & Income page, there is a Retirement section with separate menu selections for putting in:

 

1)  Pension 1099-R forms...inside of which you will select the RRB-1099-R

......and  a second menu selection for entering 

2)  SSA-1099 and RRB-1099 forms