AnnetteB6
Expert Alumni

Retirement tax questions

The question will come up after you have entered your Form 1099-R.  After you indicate that you are a retired PSO, then you must indicate the amount of your distribution that was used to pay for health insurance.  The exclusion of up to $3000 is based on the amount used to pay health insurance, it is not a general exclusion.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post