DaveF1006
Expert Alumni

Retirement tax questions

Yes, this is how it is reported in TurboTax.

 

  1. Go to Wages & Income > Retirement Plans and Social Security (1099-R).
  2. Edit your state pension 1099-R.
  3. Continue past the main box entries until you see a screen titled "Do any of these uncommon situations apply?"
  4. Check the box for "This money is from being a Public Safety Officer."
  5. The next screen will specifically ask for the amount of health insurance premiums you paid (up to $3,000).

Since you've already filed and the $3,000 reduction wasn't applied, you will need to file an Amended Return (Form 1040-X).. The amended form is not available until 2-25, so you will need to wait for this. Here is how to file once it's available.

 

How to Start the Amendment (1040-X) After 2-25

TurboTax Online:

 

  1. Log in and go to your Tax Home.
  2. Scroll down to Your tax returns & documents and select 2025.
  3. Select Amend (change) return and then Amend using TurboTax Online.

TurboTax Desktop:

 

  1. Open the tax file you already filed.
  2. Go Federal>other tax situations
  3. Other Tax forms
  4. Select Amend a Filed Return 

 

 

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