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 these are treated as an amount from a qualified employee plan.
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 Form RRB-1099-R is for the taxpayer or spouse.
Then, move to the Payer's ID 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 1040, page 1.
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