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Retirement

Form RRB-1099-R data entry

To enter information from Form RRB-1099-R, issued by the U.S. Railroad Retirement Board (RRB), you can either:
  • Use UltraTax CS Source Data Entry.
  • Use the following table to find where to enter the information.
note
  • When you enter information for Form RRB-1099-R, also do the following: In the
    1099R
     screen (located in the
    Retirement
     folder), enter
    X
     in the
    Form RRB-1099-R
     checkbox, which is located on the right side of the 1099R Pension/Annuity section.
  • If there are no Box 3 – Employee Contributions, enter the Box 7 – Total Gross Paid amount in both the
    Box 1 Gross distribution
     and
    Box 2a Taxable amount
     fields in the
    1099R
     screen.
Form field
Folder
Screen
Field
Statement column
Box 1 - Claim Number
N/A
N/A
N/A
Box 1 - Payee Code
N/A
N/A
N/A
Box 2 - Recipient's Identification Number
Retirement
1099R
Code the screen unit to T or S to indicate if the Recipient is the Taxpayer or the Spouse. The application will use the Social Security Number from the General screen.
N/A
Box 3 - Employee Contributions
Retirement
1099R
Box 9b Total employee contributions
N/A
Box 4 - Contributory Amount Paid
Retirement
1099R
First periodic payment amount
N/A
Box 5 - Vested Dual Benefit
N/A
N/A
N/A
Box 6 - Supplemental Annuity
N/A
N/A
N/A
Box 7 - Total Gross Paid
Retirement
1099R
Box 1 Gross distribution
N/A
Box 8 - Repayments
Retirement
1099R-2
RRB-1099-R Box 8 Repayments
N/A
Box 9 - Federal Income Tax Withheld
Retirement
1099R
Box 4 Fed W/H
N/A
Box 10 - Medicare premium total
Retirement
1099R
Health ins premiums
N/A

This article applies to:

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

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