ThomasM
New Member

Retirement tax questions

In order to take advantage of the retirement income exclusion on amounts paid for health care premiums (including long term care) you'll need to select the specific box telling TurboTax that you were a Public Safety Officer.

To do this, click on the Federal Taxes tab, select Wages & Income, then scroll down to Retirement Plans & Social Security, and select IRA, 401(k), Pension Plans (1099-R).

After entering your 1099-R information, TurboTax will ask you if this particular retirement income came from employment as a Public Safety Officer. This box will need to be checked "yes" in order to receive the benefit.