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Retirement tax questions
Do you have taxable PENSION income (i.e., an amount on line 5b of the 1040). If so, in the 1099-R interview after the initial pages, you will be asked if your pension is from being a LEO, and if yes, did you make a payment on a health insurance premium, and if yes again, how much?
This amount will appear as the difference between 5a and 5b, and PSO will appear on line 5a.
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‎January 31, 2024
9:41 AM