Disability retirement

[JohnDoucette]

I have a disability retirement as a law enforcement officer. When I enter my income, including the disability status, Turbo Tax changes "Yes, this money came from employment as a Public Safety Officer" to "No". It also changes from "Yes, received regular payments from this retirement account" to "No".

I have had this problem every year since using Turbo Tax. How to I make my selections stick?

[MarilynG1]

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 your enter your 1099-R and YES to the 'Public Safety Officer' question, TurboTax  asks whether Health Insurance was paid from your pension, and if YES, for the amount of premiums (may be shown in Box 5). 

Is there an amount in Box 2a?  Be sure to enter your 1099-R exactly as it is shown.  The follow-up questions can be confusing, so proceed carefully. 

Most pension distributions reported on 1099-R are taxable income.  How did you resolve your issue in earlier years?  Deleting/Re-entering your 1099-R may help. 

Click this link for more info on Public Safety Officer Retirement Income Medical Exclusion.