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Get Rrb Ba-9 2015-2026
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How to fill out the RRB BA-9 online
The RRB BA-9 form is crucial for reporting separation allowances or severance pay falling under the Railroad Retirement Act and the Railroad Unemployment Insurance Act. This guide provides a clear and supportive walkthrough for users to complete the form accurately online.
Follow the steps to effectively fill out the RRB BA-9 form.
- Click the ‘Get Form’ button to obtain the RRB BA-9 form and open it in the editor.
- Begin by entering the corporate name of the employer in the designated field.
- If applicable, input any other name commonly used for business purposes in the next field.
- Enter the four-digit Railroad Retirement Board employer number, not the IRS employer identification number.
- Specify the applicable four-digit tax year.
- Indicate whether this is an initial report or an increase adjustment by entering '4' for an initial report or 'M' for a decrease adjustment.
- Input the employee's social security number in the provided space.
- Enter the employee's last name (up to 20 letters), first name (up to 15 letters), and middle initial.
- For the separation allowance or severance pay subject to Tier II taxation, include the appropriate amount; if reporting an adjustment, note the change value.
- Indicate the type of report by entering '1' for an initial report, '2' for an adjustment report, '3' for a periodic payment, or '4' for a final periodic payment.
- Provide the separation date in MMDDYYYY format indicating when the employee relinquished employment rights.
- Detail the amount of the separation allowance included in prior reports, if applicable, and the year it was reported.
- Sum the total gross amount of separation or severance allowance and ensure it reflects whole dollars without cents.
- Include the last rate of pay and select the appropriate code corresponding to the pay period (hour, day, week, month).
- Enter the code for the normal workweek to reflect the employee's working hours.
- Once all fields are accurately completed, save your changes, and choose to download, print, or share the form as necessary.
Complete your RRB BA-9 form online today for accurate reporting.
The taxable portion of a 1099-R often depends on the source of the funds and previous contributions. Generally, if you contributed to the pension plan with after-tax dollars, you may have a non-taxable portion. It's wise to refer to the RRB BA-9 when determining the taxable portion of your 1099-R.
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