Level 11

Retirement tax questions

You should enter your CSA 1099-R exactly as shown on the form.  The IRS has a copy of it. 

If there is no amount in Box 5, that means that no part of your pension was used to pay Health Insurance.

Any amount in Box 5 is transferred to Schedule A, Itemized Deductions, for Medical Expenses.

If you paid your own Medical Insurance Premiums, you can enter this amount yourself in the Deductions & Credits section.

Here's more info:

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

Privacy Settings