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Information about RRB-1099

Updated: 11/19/2008
Article ID: 3493

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 RR benefits. RRB-1099 is for the social security portion.
 

 

Form RRB-1099 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. 

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How do I Enter Form RRB-1099?

For TurboTax Basic, Deluxe, or Premier:

  1. Select the Federal Taxes tab, then select Income.
  2. In the Choose How to Enter Your Income, select the Select Specific Topics button.
  3. In the Your Income screen, select Retirement Distributions.
  4. Next to Social Security Benefits, select the Start or Revisit button.
  5. In the Did You Receive Any Social Security Benefits? screen, select  Yes.
  6. In the Tell Us How Much You Received screen, enter your Form RRB-1099 information in the boxes provided.

For TurboTax Home & Business:

  1. Select the Personal tab, then select Personal Income.
  2. In the Your Personal Income screen, select the Select Specific Topics button.
  3. In the Your Personal Income screen, select Retirement Distributions.
  4. Next to Social Security Benefits, select the Start or Revisit button.
  5. In the Did You Receive Any Social Security Benefits? screen, select  Yes.
  6. In the Tell Us How Much You Received screen, enter your Form RRB-1099 information in the boxes provided.

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