Kimmons2
Level 2

Does anyone know the specifics about posting a: RRB-1099-R in ProSeries? There are 2 separate 1099-R's attached....one Blue (RRB-1099) & one Green (RRB-1099-R).   Is the simplified rule used?

Just-Lisa-Now-
Level 15
Level 15

The RRB 1099-R is entered on the 1099R worksheet, theres an RRB box at the top.

The RRB1099 gets entered in the Soc Sec worksheet, theres a box for that in there.


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