IsabellaG
Expert Alumni

Retirement tax questions

See the link below. Retired Public Safety Officers can exclude up to $3,000 of their retirement income, if the money was used towards health or long-term care insurance premiums.

  • After you enter a 1099-R for your Public Safety retirement, you will see this question: Were You Employed as a Public Safety Employee?
  • If you say yes, the next question is Did the Pension Administrator Pay for Health Insurance?
  • If that answer is yes, the next screen says Enter Health Insurance Amount from Box 5.

See the screenshots below.

Up to $3000 of that amount is excludable from income.

https://ttlc.intuit.com/replies/4151557f

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