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I am receiving RR Retirement benefits under a court ordered partition. My ex passed away last year. What box do I check under the Beneficiary of a Railroad Employee

Beneficiary of a RR employee who passed away
As a spousal annuitant beneficiary
Railroad Employee

Turbo Tax defaults to I was a Railroad employee
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1 Reply
JamesG1
Employee Tax Expert

I am receiving RR Retirement benefits under a court ordered partition. My ex passed away last year. What box do I check under the Beneficiary of a Railroad Employee

You need to tell the software that you are not the Railroad employee.

 

At the screen Enter your RRB-1099-R details, make the appropriate election under Beneficiary info.

 

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