Retirement tax questions

@Frank333

This will auto-populate as a Medical Expense on Schedule A in TurboTax when you enter Form CAS 1099-R or CSF 1099-R, whichever you received.

On the Who gave you a 1099-R? page, make sure you click the Office of Personnel Management (CSA 1099-R) or Office of Personnel Management (CSF 1099-R) button as appropriate.

The payer’s information will auto-fill, and you’ll enter the dollar amounts on the Enter your CSA-1099-R details page.

A couple of screens later, you’ll see Enter Health Insurance Amount from Box 5.  After you enter this, it will populate Schedule A as a Medical Expense.