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Deductions & credits
My problem is I did ask and received an email stating the premiums are pre-tax. Unfortunately, I see alot of evidence to support my thought they are post-tax. The source has not been reliable in the past and I'm skeptical of the answer they gave. I know that the working people have their premiums removed pre-tax but the retirees are different. I'm wondering if the pre-tax premium payment is part of the FSA for workers? Retirees don't qualify for that so that would explain why they are taxed differently.
To answer your question, Box 5 of the 1099-R is empty. Box 1 and box 2a are the same and are correct for her monthly pension amount x 12.
Thoughts? Anyway to prove this to the IRS?
Thanks for helping out
Mark
March 1, 2021
7:57 AM