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Retirement tax questions
I deleted her 1099-R and re-entered everything. Again, that follow-up question for my spouse's Form 1099-R was NOT and is still NOT asked. To reiterate, the $1,820.90 ($1,821) figure does show for each of us in/on block/line #5 of the Forms View for 'Distributions from Pensions, IRAs, etc' for our individual 1099-Rs from the Office of Personnel Management; however, that number is not being shown for my spouse on the 'Medical Worksheet and 1099-R Summary forms.
I also created a Test return for next year's 2025 taxes. I will not have insurance in Block 5 for me on my 1099-R because it is cancelled; however, my spouse Will have it. Again, the 'health insurance amount' question was Not asked for her 1099-R form, and it shows only in the Forms View for 'Distributions from Pensions, IRAs, etc' and does Not show in the 'Medical Worksheet and 1099-R Summary forms. So do I have a problem with the version of TTax I downloaded or? It is very confusing, especially since you said you can see it.
Thanks!