TurboTax FAQ
TurboTax FAQ
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Form RRB-1099, Railroad Retirement Benefits

What is Form RRB-1099?

Form 1099-R has several variations for reporting distributions (payments) from retirement benefit and profit sharing plans, IRAs, Insurance contracts, pensions, and annuities.

Form RRB-1099 is one of these 1099-R variations, and it comes in two versions:

  • Form RRB-1099 is for the Social Security portion of Railroad Retirement Benefits (the Medicare premium is typically in Box 11)
  • Form RRB-1099-R is for the Pension portion of Railroad Retirement Benefits (the Medicare premium is typically in Box 12)

Entering Form RRB-1099 into TurboTax

Form RRB-1099 is entered in the same area as the Social Security SSA-1099 form in TurboTax, and is taxed the same way as Social Security benefits.

In TurboTax, jump directly to the entry screen for Form RRB-1099:

  1. In the TurboTax search box, enter rrb-1099 (with the dash) and press the Enter key,
    Then click on the jump to RRB-1099 link.
  2. On the Social Security Benefits screen, check the button by Yes, let's work on Social Security benefits, then click Continue.
  3. On the Tell us about the form you received screen, check box by Railroad retirement benefits (Form RRB-1099),
    Then in the pop-up boxes, fill in the amounts from your RRB-1099 Form.
  4. Click Continue and finish the interview.

Entering Form RRB-1099-R into TurboTax

Form RRB-1099-R reports any RRB Tier 1 and Tier II benefits (treated as pension income) paid to you. This form is entered in the same area of TurboTax as other Form 1099-Rs.

You will need to provide information about the benefit starting date and the non-taxable amount of your payments. Contact your benefit plan administer if you do not have that information.

In TurboTax, jump directly to the entry screen for Form RRB-1099-R:

  1. In the TurboTax search box, enter rrb-1099-r (with the dashes) and press the Enter key,
    Then click on the jump to RRB-1099-R link.
  2. On the Your 1099-R screen, check the Yes button by Did you have any of these types of income in 2014?, then click Continue.
  3. Follow the prompts to either import or enter your RRB-1099-R form and finish the interviews.

Common questions

Codes in box 7 are used to determine correct tax handling. You can see what your code means on the Guide to Distribution Codes table in the IRS Instructions for Forms 1099-R and 5498.

It is rare, but issuers may have used an incorrect code; if you think your code does not match what you believe happened, check with the financial firm issuing the form.

Many states exempt government pensions from state income taxes.

  • Some states allow a fixed or computed dollar deduction, or completely exempt federally taxed pensions.
  • Some states tax social security and RRB pensions the same as federal.
  • Some states tax social security but not RRB.

For additional information about retirement plans and taxes, see these IRS publications:


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