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Retired railroad workers can receive two completely different forms for reporting retirement benefits. Unfortunately, they have very similar names and this can cause some confusion on how to enter them into TaxAct®.

Form RRB-1099 reports Social Security Equivalent payments. To enter this information in your TaxAct return:

  1. From within your TaxAct return (Online or Desktop) click Federal. On smaller devices, click in the upper left-hand corner, then select Federal.
  2. Click Social Security Benefits in the Federal Quick Q&A Topics menu.
  3. The program will proceed with the interview questions to enter or review the appropriate information

Form RRB-1099-R reports transactions related to a railroad retirement plan.  To enter this information in your TaxAct return:

  1. From within your TaxAct return (Online or Desktop) click Federal. On smaller devices, click in the upper left-hand corner, then select Federal.
  2. Click Retirement Plan Income in the Federal Quick Q&A Topics menu to expand the category, then click Railroad retirement benefits (Form RRB 1099-R)
  3. Click New Copy of Form 1099-R (Desktop users click Add) to create a new form or Review to review a form already created
  4. The program will proceed with the interview questions to enter or review the appropriate information

For more information on Form RRB-1099 and Form RRB-1099-R, please refer to IRS Publications 915 and 575.

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