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Kimmons2
Level 3
April 5, 2025
Question

RRB-1099-R DISTRIBUTION POSTING

  • April 5, 2025
  • 1 reply
  • 8 views

Does anyone know the specifics about posting a: RRB-1099-R in ProSeries? There are 2 separate 1099-R's attached....one Blue (RRB-1099) & one Green (RRB-1099-R).   Is the simplified rule used?

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    1 reply

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    April 5, 2025

    The RRB 1099-R is entered on the 1099R worksheet, theres an RRB box at the top.

    The RRB1099 gets entered in the Soc Sec worksheet, theres a box for that in there.

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