MarilynG1
Expert Alumni

Retirement tax questions

Yes, you get a deduction 3K each if you are both retired Public Safety Officers.

 

When entering the second 1099-R, say 'No' to the question 'Did the Pension Administrator Pay for Health Insurance? so that you will only get a $3,000 deduction for one 1099-R.

 

Click this link for more info on Retired Public Safety Officer Exclusion.

 

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