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Category: Bob- Drafts

Railroad Retirement Benefits (Form RRB-1099-R)

Benefits paid under the Railroad Retirement Act fall into two categories.  These categories are treated differently for income tax purposes.  When reporting Railroad Retirement Benefits in the program, a dual entry is required.

Reporting Railroad Retirement Benefits in the tax program:


From the Main Menu of the Tax Return (Form 1040) select:


Income Menu

IRA/Pension Distributions (1099R, RRB-1099-R,8930)

Select 'New' or double-click the entry you wish to 'Edit'

Choose either Taxpayer or Spouse (if it applies)

Select the box in the top right hand corner of the Form 1099-R data entry screen (RRB-1099-R)





      Your screen should now look like this:




Enter all data from Form RRB-1099-R or Form 1042-S

If there is amount in Box 4, the Taxpayer may be eligible to compute a tax-free Simplified General Rule Worksheet.  If so, select the Box 7a (SGR).  You will be asked 'Would you like to use the Simplified General Rule Worksheet?' - Answer 'YES'


Editing Form 1099-R / Form RRB-1099-R Entry in the tax program:

From the Main Menu of the Tax Return (Form 1040) select:

Income Menu

IRA/Pension Distributions (1099R, RRB-1099-R,8930)

Select the entry and select 'Edit' or double-click the entry you wish to 'Edit'.

Adjust the information as needed.


Deleting A Form 1099-R / Form RRB-1099-R Entry in the tax program:
From the Main Menu of the Tax Return (Form 1040) select:

Income Menu

IRA/Pension Distributions (1099R, RRB-1099-R,8930)

Select the entry and select the 'Delete' button.

You will be asked if you wish to 'Delete Form for........?'

Select 'YES'

The Form will be deleted.




Sample Form RRB-1099-R




Sample Form RRB-1042S


NOTE: This is a guide on entering Railroad Retirement into the TaxSlayer Pro program.  This is not intended as tax advice.  For additional information refer to the Additional Links below.



Additional links:
Where to Enter 1099-SSA
Form RRB-1099 Tax Statement General Information and Explanation of Items
Form RRB-1099-R Tax Statement General Information and Explanation of Items
Form RRB-1042S Tax Statement General Information and Explanation of Items
Publication 575, Pension and Annuity Income
Publication 915, Social Security and Equivalent Railroad Retirement Benefits


Last Updated: 9/12/2016