Question

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?

Employee

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

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

1 reply