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hk17
Returning Member

public service officer insurance 3K deduction

My Husband and I are both retired public service officers. I have the deduction for the family plan taken out of my pension. when I inputted the fields in the "step by step" section for the CSA 1099-R, I am getting an error on the Smartscan where 6K is being taken out (I paid in the 4Ks, and noted such in the questionnaire).

 

I cannot change this 6K no matter what I input in either my, or my husband's step-by-step questionnaire, nor can i change this manually in forms.

 

is this a glitch? I can't finish my taxes without changing this

 

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2 Replies
hk17
Returning Member

public service officer insurance 3K deduction

sorry, i mean public SAFETY officer

SamS1
Expert Alumni

public service officer insurance 3K deduction

The maximum amount eligible to be excluded is $3000. The additional $1000 would be a medical deduction on Schedule A.  In Forms mode, review the 1099R entries.  You would not enter the health insurance premiums paid in box 5 of the the CSA-1099R entry screens.  This could be causing the error as Box 1 minus Box 2 should equal Box 5.

 

The questions on health insurance come after the CSA-1099R input.  If you are not able make changes tot he CSA-1099R amounts, delete them and re-enter. You can review your entries in Forms Mode by selecting the 1099R in the left panel and scrolling down the screen.

 

 

 

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