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Below you will find information on both Tier I and Tier II railroad retirement contributions reported in Box 14 of your Form W-2 Wage and Tax Statement, as well as retirement income received during the year.

Tier I or Tier II railroad retirement contributions reported in Box 14 of your Form W-2 are reported in the Wages and Salaries section of the Federal Q&A:

See Form W-2 - Entering in Program for more information.

Retirement income for retired railroad workers can be reported to them on two completely different forms (Form RRB-1099 and Form RRB-1099-R). Unfortunately, they have very similar names and this can cause some confusion on how to enter them into TaxAct.

Form RRB-1099 is to report Social Security Equivalent payments:

  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, enter or review the information, then click Continue.
  3. Continue with the interview process to enter all of the appropriate information.

Form RRB-1099-R is to report transactions related to a railroad retirement plan:

  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 the appropriate information.

Related Links

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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