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Railroad Retirement Civil Service and Social Security Benefits 1 Form RRB-1099-R Tier 2 Green form Annuities or pensions by the included on Form RRB-1099. Medicare to A Enter Form SSA-1099 Medical Premiums include Part B and Part D or Form RRB-1099 box 11 amount. 3 Form RRB-1099 Tier 1 Blue form Social Security Equivalent Benefits SSEB Treat the benefits reported on this form just like the information reported on SSA-Form 1099. Federal Tax Withheld Enter Form SSA-1099 box 6 amount or Form RRB-1099 box 10 amount. TaxWise will perform all the calculations to determine the taxable amount based on other information in the return. D-20 D-23. It should be treated the same as any other qualified employee retirement plan. Enter RRB-1099-R data on TaxWise Form 1099-R as follows Box Employee contributions Gross distribution Federal income tax withheld Medicare premium total To TaxWise 1099-R box 9b and line 1 of Simplified Method section 1099-R box 1 Sch A Detail if itemizing deductions Complete....

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Related content

Explanation of Form RRB 1099 Tax Statement |...
Dec 7, 2017 — The Form RRB-1099 tax statement is issued by the U.S. Railroad Retirement...
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2007 Publication 915 - Internal Revenue Service
Statement, or Form RRB-1099, Payments by the Railroad. Get forms and ... Enter the amount...
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2016 Publication 575 P575 - UserManual.wiki
See Form 8960, Net Investment Income Tax - Individuals, Estates, and Trusts, ... Form...
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You'll most likely report amounts from Form 1099-R as ordinary income on line 4b and 5b of the Form 1040. The 1099-R form is an informational return, which means you'll use it to report income on your federal tax return. If the form shows federal income tax withheld in Box 4, attach a copy – Copy B—to your tax return.

The Social Security Administration issues Form SSA-1099, Social Security Benefit Statement, to Social Security benefit recipients. The Railroad Retirement Board issues Form RRB-1099, Payments by the Railroad Retirement Board, and Form RRB-1099-R, Annuities or Pensions by the Railroad Retirement Board.

To report the BLUE portion of Railroad Retirement, go to: Federal Section. Income (Select My Forms) 1099-R, RRB, SSA - Distributions from pensions, annuities, retirement, IRA's, social security, etc.

Reportable disability payments made from a retirement plan must be reported on Form 1099-R. Generally, do not report payments subject to withholding of social security and Medicare taxes on this form. Report such payments on Form W-2, Wage and Tax Statement.

To enter your RRB-1099-R: Sign in to your TurboTax account and open or continue your return. Search for rrb-1099-r (lower-case, with the dashes) and select the Jump to link in the search results. On the Did you get a 1099-R in 2022? ... Continue through the screens and choose how you'd like to import your info.

Introduction. The Form RRB-1099 tax statement is issued by the U.S. Railroad Retirement Board (RRB) and represents payments made to you in the tax year indicated on the statement. You will need to determine if any of the railroad retirement payments made to you are taxable.

Both forms report income generated by a policy; however, they each report a different type of income. Form 1099-INT is used to report interest credited on certain policy proceeds. Form 1099-R is used to report distributions of qualified funds or non-qualified earnings (gain) that have never been taxed.

Go to Federal Government Form 1040 - U.S. Individual Income Tax Return. In Line 6a - Social security benefits, click Jump to Linked Field . In Line 1b - Enter the total amount from box 4 of all your Forms RRB-1099, enter the amount.

The Form RRB-1099-R tax statement enclosed is issued by the U.S. Railroad Retirement Board (RRB) and represents payments made to you in the tax year indicated on the statement. You will need to determine if any of the railroad retirement payments made to you are taxable.

If you need a duplicate tax statement for any tax year, you should contact your nearest RRB field office or request one online using the RRB Online Services Request page.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232