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Level 2
March 19, 2020
Question

RRB 1099

  • March 19, 2020
  • 1 reply
  • 96 views

When I enter my RRB 1099, TurboTax asks me questions about my disability.  I am not disabled.  It then asks me questions about my age if I could have retired without the disability.  I retired from the Railroad industry several years ago under an age retirement, not a disability one.

What is this and how do I fix it?

Thank you

    1 reply

    KrisD15
    Level 15
    March 22, 2020

    Perhaps it might be wise for you to go through your personal interview to see if you may have selected that you were disabled. 

    Go to "My Info" and click "Edit".

    Also, you might want to delete the RRB-1099 and re-enter it. 

    Don't import it, please enter it by hand. 

    This is not a common problem, so may just be an input error. 

     

     

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    Level 2
    March 23, 2020

    Thank you for the response.  I went to the beginning, under Personal Information Summary, You and Your Family.  I don't see where there is any box to check for being disabled or not.  Can you guide me?

    Thanks again 

    macuser_22
    Alumni - Champ
    Alumni - Champ
    March 23, 2020

    The question is to determine whether to treat the distribution as a wage replacement  on line 1 on the 1040 form or a pension on line 4.  If you receive a railroad pension under the minimum retirement age then it must because of a disability.

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**