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Retirement

Form RRB-1099 data entry

To enter information from Form RRB-1099, issued by the U.S. Railroad Retirement Board (RRB), you can either:
  • Use Source Data Entry.
  • Use the following table to find where to enter the information.
Form field
Folder
Screen
Field
Statement column
Box 1 - Claim Number
Retirement
SSA-1099
Claim Number
N/A
Box 1 - Payee Code
Retirement
SSA-1099
Payee Code
N/A
Box 2 - Recipient's Identifying Number
Retirement
SSA-1099
Code the screen unit to T or S to indicate if the Recipient is the Taxpayer or the Spouse.
N/A
Box 2 - Name
Retirement
SSA-1099
The application uses the Name from the General screen when you select T or S.
N/A
Box 3 - Gross Social Security Equivalent Benefit Portion of Tier 1 paid in
2025
Retirement
SSA-1099
Box 3 Gross Social Security Equivalent Benefit Portion of Tier 1 paid in
2025
N/A
Box 4 - Social Security Equivalent Benefit Portion of Tier 1 repaid to RRB in
2025
Retirement
SSA-1099
Box 4 Social Security Equivalent Benefit Portion of Tier 1 repaid to RRB in
2025
N/A
Box 5 - Net Social Security Equivalent Benefit Portion of Tier 1 paid in
2025
Retirement
SSA-1099
Box 5 Net Social Security Equivalent Benefit Portion of Tier 1 paid in
2025
N/A
Box 6 - Worker's Compensation Offset in
2025
Retirement
SSA-1099
Box 6 Worker's Compensation Offset in
2025
N/A
Box 7 - Social Security Equivalent Benefit Portion of Tier 1 paid for
2024
Retirement
SSA-1099
Lump sum social security benefits
Year Pymt Rec for,
Lump Sum Payment Received, and
Reported on RRB
Box 8 -  Social Security Equivalent Benefit Portion of Tier 1 paid for
2023
Retirement
SSA-1099
Lump sum social security benefits
Year Pymt Rec for,
Lump Sum Payment Received, and
Reported on RRB
Box 9 - Social Security Equivalent Benefit Portion of Tier 1 paid for years prior to
2023
Retirement
SSA-1099
Lump sum social security benefits
Year Pymt Rec for,
Lump Sum Payment Received, and
Reported on RRB
Box 10 - Federal Income Tax Withheld
Retirement
SSA-1099
Box 10 Federal Income Tax Withheld
N/A
Box 11 - Medicare premium total
Retirement
SSA-1099
Box 11 Medicare premium total
N/A

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Retirement

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