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Forms RRB-1099 and RRB-1099-R - Railroad Retirement
1
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. See Forms SSA-1099 and RRB-1099 - Entering Social Security or Railroad Retirement in Program for details on entering the form in TaxAct. 

Form RRB-1099-R reports transactions related to a railroad retirement plan. Follow the steps below to enter Form RRB-1099-R. 
Online
Dashboard
  1. From within your TaxAct return, click Income. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click the Retirement & Social Security drop-down.
  3. Click Add beside Railroad Retirement Distributions. 
  4. Complete the rest of the interview process. 
Classic
  1. From within your TaxAct return, click Federal. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click the Retirement Plan Income drop-down, then click Railroad retirement benefits (Form RRB-1099-R).
  3. Complete the rest of the interview process. 
Desktop
  1. From within your TaxAct return, click Federal. 
  2. Click the Retirement Plan Income drop-down, then click Railroad retirement benefits (Form RRB-1099-R).
  3. Complete the rest of the interview process. 
 
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