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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.
May 3, 2024
1:41 PM