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emmasmom100
Returning Member

Where do I input my FORM RRB 1009-R?

Please help - I have railroad retirement income - where do I input this in the turbo tax software product>

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3 Replies

Where do I input my FORM RRB 1009-R?

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

emmasmom100
Returning Member

Where do I input my FORM RRB 1009-R?

Thank you.  I actually found this on the line above - which asked for social security (SSA-1099, RRB-1099).  This an additional note for INTUIT.  Railroad Retirement Income is in lieu of Social Security...and when inputting the RRB [railroad retirement ] income into the canned turbo tax form , it does read like you're filling in the form for social security income; INTUIT should update their software to read as if for RRB income.  Thank you for your help ! 

Where do I input my FORM RRB 1009-R?


@emmasmom100 wrote:

Thank you.  I actually found this on the line above - which asked for social security (SSA-1099, RRB-1099).  This an additional note for INTUIT.  Railroad Retirement Income is in lieu of Social Security...and when inputting the RRB [railroad retirement ] income into the canned turbo tax form , it does read like you're filling in the form for social security income; INTUIT should update their software to read as if for RRB income.  Thank you for your help ! 


There are two sections that have RRB entries.  One is for entry of a SSA-1099 or a RRB-1099.  The other section is for entering Retirement income from either a Form 1099-R, CSA-1099-R, CSF-1099-R and a RRB-1099-R.

 

Make sure that you have entered your RRB-1099-R in the correct section of the program.

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