Retirement tax questions

Contact your pension administrator and ask them why they put a value larger than $3,000 for the payments for your health policy.

When you entered your CSA 1099-R, you put in $6,000, right? Then in the screens after the data entry of the 1099-R, you should seen this screen:

Did you put the whole $6,000 here - that's what caused the error. But if you put $3,000 there, it will look like you have $3,000 ($6,000 minus $3,000) in "basis" in your plan (after tax dollars in a traditional plan, or in the case of a Roth plan, all the dollars).

Please contact your administrator and ask them why they put $6k (or whatever) in box 5. If in fact this was the correct amount (because I don't know what's going on with your pension/annuity, and some of the $6k may have been or a ROTH), then you should put $3k in the screen above, assuming that that is all the pension/annuity paid for health care premiums.