SamS1
Expert Alumni

Retirement tax questions

The maximum amount eligible to be excluded is $3000. The additional $1000 would be a medical deduction on Schedule A.  In Forms mode, review the 1099R entries.  You would not enter the health insurance premiums paid in box 5 of the the CSA-1099R entry screens.  This could be causing the error as Box 1 minus Box 2 should equal Box 5.

 

The questions on health insurance come after the CSA-1099R input.  If you are not able make changes tot he CSA-1099R amounts, delete them and re-enter. You can review your entries in Forms Mode by selecting the 1099R in the left panel and scrolling down the screen.