BillM223
Expert Alumni

Retirement tax questions

The feature you want is in TurboTax (at least it is in the desktop version, I haven't tried the Online version yet).

 

In the 1099-R interview, where you enter your pension document, the next screen after the first 1099-R screen is the following (please ignore all the text and numbers - this is a test return):

 

First, since this 1099-R is for a pension, you must say the box is blank.

 

Next screen will be:

 

I assume that you did not see this screen before. Make sure you check the public safety officer box.

 

Next, you should see

 

Tell TurboTax that the money was taken out to pay for health insurance.

 

The next screen will be:

 

Enter the amount paid for the health insurance premium (up to the limit of $3000).

 

Finally, you will be rewarded by seeing the following in the 1040 (look at line 5a)::

 

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