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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 click Federal.
  2. Click Social Security Benefits in the Federal Quick Q&A Topics menu.
  3. Continue with the interview process to enter all of 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 click Federal.
  2. Click Retirement Plan Income in the Federal Quick Q&A Topics menu to expand, then click Railroad retirement benefits (Form RRB-1099-R).
  3. Click + Add Form RRB-1099-R to create a new copy of the form or click Edit to review a form already created.
  4. Continue with the interview process to enter all of your applicable business information.

For more information on Forms RRB-1099 and RRB-1099-R, please refer to IRS Publication 915 Social Security and Equivalent Railroad Retirement Benefits and IRS Publication 575 Pension and Annuity Income.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.


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