I really have no idea where the amounts in boxes 5, 9b and 2a in my CSA Form 1099R came from. I can see no direct relationship between the taxable amount in box 2a, and the Insurance Premiums in box 5. My insurance premiums are deducted from my retirement check (annuity) each month. All I want to know if I can claim all the medical insurance premiums deducted from my paycheck as medical expenses in my tax return or if some should be excluded per the CSA form 1099R.
In essence: How is the information in box 5 used by Turbo Tax? Is it automatically added to the medical insurance expenses? Should I just ignore it, and list as medical expenses the sum of the insurance premiums deducted monthly from my retirement check (annuity)?
