Pension Income
Taking a Look at the Forms
Topic Activity
Tax Your Memory
Match each form with its purpose. Type the number of the form in the blank next to the corresponding description.
Terms:
Description:
1.
Form RRB-1099R
Indicates vested dual benefits, supplemental annuity benefits, and "non-social security benefits" for railroad employees
2.
Form RRB-1099
Payers use this form to report distributions from pensions, annuity, retirement or profit sharing plans, IRAs and insurance contracts
3.
Form 1099-R
Is used to report social security benefits
4.
Form SSA-1099
Indicates social security equivalent benefits for railroad employees
Match all forms with correct descriptions, then click Check My Answer. Click Exit to close this topic.
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