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Retirement tax questions
If the Health Benefits are premiums you pay, you can enter those amounts as Medical Expenses under Deductions and Credits.
Make sure the Income, (taxable in Box 2 and Total in Box 1) and all taxes withheld are entered on the 1099-R screen.
You will need to go through the interview after the entry and indicate that it was taken as an annuity in order for the program to recognize it as a pension.
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‎January 29, 2025
5:34 AM