Railroad retirement: entering the 1099 Forms

Forum|Forum|6 years ago
February 22, 2020
1 reply
14 views

Does anybody have some tips for entering the information on the railroad retirement forms? I've tried to follow the instructions on the support site but you have to have more information than the forms provide.... like "Enter the Annuity starting date"... "Enter the Expected return".... "Enter the Investment previously recovered tax free, if applicable." Not sure where this information comes from.

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Accountant-Man

Level 13

The RRB is like a combined 1099-SA and 1099-R, some of the info goes on the SS worksheet and the other goes on a 1099-R.

The green piece is called RRB-1099-R.

The blue piece is the RRB-1099 is the SSA-1099. Read the descriptions on the form. They have their own lines on the SS W/S.

(sorry, I use Pro Series, so I don't know about ProConnect worksheets.)

** I'm still a champion... of the world! Even without The Lounge.

9

99mtamchampAuthor

Level 3

Thanks...but its the 1099-R piece of the forms that are confusing as far as how they are entered in the Proconnect forms... I would still like some help on how to enter correctly on..just a little confusing...from what I've read needs to be partially entered on the annuity section of the 1099-R input forms