DMarkM1
Employee Tax Expert

Retirement tax questions

Yes, the exclusion for health insurance paid for retired public safety officers is still valid.  

 

After entering the form 1099-R information in the "Wages and Income" section you will need to answer several follow on questions.  One of them is "Did the Pension Administrator Pay for Health Insurance?"  You would select "Yes, money was taken out." The next page will have a box for the amount taken out.  

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