dmertz
Level 15

Retirement tax questions

In TurboTax, when entering the Form 1099-R, you indicate that you were a PSO and you indicate that money from the distribution was used to pay for health insurance (no matter how the insurance premium was paid), TurboTax will present a box where you can enter the amount of premiums paid for the insurance, up to a maximum of $3,000.  This is as it has always been, no change to TurboTax needed.