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Entering Form RRB-1099-R Railroad Retirement Board Benefits

SOLVEDby IntuitProConnect Tax21Updated July 12, 2022

Form RRB 1099-R, Railroad Retirement Board Benefits are non-Social Security equivalent benefits (NSSEB), and are usually treated as an annuity.

For more information on Form 1099-R, see IRS Pub 575.

  1. Go to the Input Return tab.
  2. Select Income.
  3. Select Pensions, IRAs (1099-R).
  4. Enter the Name of payer.
  5. Select the Details button.
  6. Select the Other Information tab.
  7. Select the box Railroad retirement benefits (RRB 1099-R).

You use this amount to calculate the taxable part of the RRB payment with either the General Rule or Simplifed Method.

See IRS Pub 939 for more information about the General Rule and Simplified Method.

General Rule:

  1. Go to Income, Pensions, IRAs (1099-R), select the Details button, and select the Annuities tab.
  2. Enter the Annuity starting date.
  3. Enter the Expected return.
  4. In the Investment in contract (plus death benefit exclusion) field, enter the RRB 1099-R, Box 3 amount.
  5. Enter the Investment previously recovered tax free, if applicable.

Simplified Method:

  1. Go to Income, Pensions, IRAs (1099-R), and select the Annuities tab.
  2. In the Cost in plan at annuity starting date (plus death benefit exclusion) field, enter the RRB 1099-R box 3 amount.
  3. Enter the Annuity starting date.
  4. Enter the recipient's Age at annuity starting date.
  5. Enter the Amount recovered tax free after 1986, if applicable.

You don't typically need to enter Box 4. But, if you received an RRB 1099-R with no amount in Box 3, then the Box 4 amount is fully taxable.

To enter Box 4 if no amount is present in Box 3:

  1. Go to Income, Pensions, IRAs (1099-R), and select the Details button.
  2. Under the section Form 1099-R, enter the Box 4 amount in (1) Gross distribution.
  3. Enter the Box 4 amount in (2a) Taxable amount.

Amounts from Box 5 and Box 6 aren't used to find the taxable amount of the distribution, so you don't need to enter them into the program.

  1. Go to Income, Pensions, IRAs (1099-R), and select the Details button.
  2. Under the section Form 1099-R, enter the RRB 1099-R, Box 7 amount in (1) Gross distribution.
  1. Go to Income, Pensions, IRAs (1099-R), and select the Details button.
  2. Enter the RRB 1099-R Box 9 amount in (4) Federal income tax withheld.

Amounts from boxes not listed here are reported for informational purposes only, so you don't need to enter them on this screen.

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