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.
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

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