- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
In early 1990's my pension plan supplied me with 1099-R's each year representing the life insurance portion that needed to be reported, both federal & state on my tax returns. Along with the 1099-R was a letter from the Pension Trustee advising to keep track of all PS-58 costs each year, as they were "deductible against the income you will receive from the pension plan at retirement". I don't know how to record these costs in Turbo Tax.
‎February 15, 2020
1:25 PM