Information about Railroad Retirement Benefits (Form RRB-1099)
Updated: 12/11/2011
Article ID: GEN12274
Select a link below to go directly to a topic or read through the document to learn about Form RRB-1099.
What is Form RRB-1099?
Note: Form RRB-1099-R is for the pension portion of Railroad Retirement Benefits. RRB-1099 is for the Social Security portion.Form RRB-1099 (which is different from a RRB-1099-R) reports to you any Tier 1 Railroad Retirement Benefits that are treated as Social Security benefits for tax purposes. These are benefits that are equal to the Social Security benefits that a railroad employee or beneficiary would have been entitled to receive if that person had been covered under the Social Security system rather than the railroad retirement system.
Your net Social Security-equivalent benefits are shown in Box 5. This amount is taxed the same way as Social Security benefits (which is why they are lumped together on the Social Security worksheet).
Other Tier 1 and Tier II benefits are treated as pension income rather than as Social Security benefits. You should receive the applicable forms by January 31 of the current year.
How do I Enter Form RRB-1099?
Here's how to get to the RRB-1099 screens in TurboTax Online:
- Select the Tools button in the upper right-hand portion of the screen.
- Select Topic Search.
- When the window opens, type "rrb-1099" into the box, select the item that best describes the RRB-1099 that you received, and then select Go.
- Follow the on-screen instructions to enter the information from your RRB-1099.
Here's how to get to the RRB-1099 screens in TurboTax Desktop:
- Enter your cursor into the search box in the upper right-hand portion of the screen.
- Type "RRB-1099" into the box, select the item that best describes the RRB-1099 that you received.
- Follow the on-screen instructions to enter the information from your RRB-1099.
