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Social Security and Railroad BenefitsDrake Software User’s ManualSocial Security and Railroad BenefitsUse the SSA and RRB screens to enter information from the 1099-SSA and RRB-1099R forms, respectively. Screen 3 includes fields for related data if no 1099 is used.SSA-1099Screen code: SSAUse the SSA screen to enter SSA-1099 data. If the SSA-1099 was not distributed, usescreen 3 to enter the following Social Security benefit amounts (shown in Figure 5-27):• Social Security benefits that apply for the current year• Lump-sum benefits from prior years (total received and taxable portion)• Railroad Tier 1 benefits for the current yearFigure 5-27: Screen 3 fields for Social Security benefit amountsThese figures are combined with any Social Security benefit amounts from the SSAscreen, calculated, and displayed on the “Social security benefits” line of Form 1040.RRB-1099RScreen code: RRBThe RRB screen reflects the federal RRB-1099R form. Benefits from Form RRB-1099 should be entered on screen 3 in the Net railroad Social Security equivalentTier 1 benefits received field. (See Figure 5-27).Other IncomeTaxable DistributionsTo report taxable income that is not reported elsewhere (Schedule C, Schedule F,1099-MISC, etc.,) in the return, you can use the Other income fields on screen 3.Several screens are available in Drake for entering other types of income, as describedin the following sections.1099-Q If the amount on Form 1099-Q, Payments From Qualified Education Programs,exceeds the amount of education expenses, compute the taxable amount of the distributionsand enter it on screen 5329 (Part II, line 5) and on screen 3, line 21.108 Tax Year 2008