Get Rrb 1099 Form

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.