In most cases, the distribution reported on the RRB-1099-R can be entered on the 1099-R form.
First, place an "X" in the box at the top of the 1099-R form in UltimateTax to indicate if the Form RRB-1099-R is for the taxpayer or spouse.
Then, move to the Payer's ID next and fill in that number. If the number is in the EIN database, the payer's name, Name Code, and address will be entered automatically.
On, box 7, Distribution Code, enter "7."
However, there may be some information for which there is no place on the 1099-R. Go to line 5a on form 1040, page 1. Press F9 and link to the 1040 Wkt 1. Enter Social Security benefits and Social Security equivalent railroad retirement benefits from RRB-1099. For years before 2019, please use line 20a on the 1040, page 1.