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Retired railroad workers can receive two different forms for reporting retirement benefits. The forms have similar names, so make sure to pay attention so you can properly report them in the TaxAct program.

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 top left corner of your screen, then click Federal).
  2. Click Social Security Benefits, and continue with the interview process to enter your 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 top left corner of your screen, then click Federal).
  2. Click the Retirement Plan Income dropdown, 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 edit a form already created (desktop program: click Review instead of Edit).
  4. Continue with the interview process to enter your information.

For more information on Forms RRB-1099 and RRB-1099-R, go 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 webpage or document at the time it is accessed.


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