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In most cases, the distribution reported on the RRB-1099-R can be entered on the 1099-R form in Sure-Fire. However, there may be some information for which there is no place on the 1099-R. For instance, if there is an amount in Box 8-Repayment, refer to the IRS instructions, and also to help provided by the RRB at a nearby office or on the Internet at www.rrb.gov
Tags: federal,form
Railroad benefits
📚 What This Guide Covers
In this article, you’ll learn how to address: Railroad benefits.
⚠️ Before You Begin
Before you make changes, make sure you understand what form/year worksheet your client is working in.
📊 Step-by-Step Guide
The United States Railroad Retirement Board issues a Form RRB to report non-Social-Security-equivalent (NSSEB) benefits (balance of tier 1 benefits that are treated as an amount received from a qualified employee plan); any tier 2 benefit, vested dual benefit (VDB), and supplemental annuity benefit. For tax purposes, all of these are treated as an amount received from a qualified employee plan.
In most cases, the distribution reported on the RRB-1099-R can be entered on the 1099-R form in Sure-Fire. However, there may be some information for which there is no place on the 1099-R. For instance, if there is an amount in Box 8-Repayment, refer to the IRS instructions, and also to help provided by the RRB at a nearby office or on the Internet at www.rrb.gov
❌ Common Errors
If the issue isn’t resolved, confirm you’ve linked the correct worksheet relationship.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form