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RE: Pension Protection Act 2006: Where do I enter the $3,000 of retirement benefits that can be excluded from income?

 
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8 Replies

RE: Pension Protection Act 2006: Where do I enter the $3,000 of retirement benefits that can be excluded from income?

Are you or were you a Public Safety Officer?

RE: Pension Protection Act 2006: Where do I enter the $3,000 of retirement benefits that can be excluded from income?

My husband is.  

RE: Pension Protection Act 2006: Where do I enter the $3,000 of retirement benefits that can be excluded from income?

My husband is.  

RE: Pension Protection Act 2006: Where do I enter the $3,000 of retirement benefits that can be excluded from income?

Then after entering his 1099-R the program will specifically ask if he was a PSO.  Answer the question accordingly.

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

RE: Pension Protection Act 2006: Where do I enter the $3,000 of retirement benefits that can be excluded from income?

I'm not finding anywhere to enter that I am a retired law enforcement  officer.  I went through the entire 1099-R section 

DaveF1006
Expert Alumni

RE: Pension Protection Act 2006: Where do I enter the $3,000 of retirement benefits that can be excluded from income?

After you enter your 1099R, there is a question that asks you if you were employed as a public safety officer. Here is what the screen should look like.

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slivovitx
New Member

RE: Pension Protection Act 2006: Where do I enter the $3,000 of retirement benefits that can be excluded from income?

Yes

LindaS5247
Expert Alumni

RE: Pension Protection Act 2006: Where do I enter the $3,000 of retirement benefits that can be excluded from income?

Please add some additional information so we can provide a more helpful answer.  What is your specific question?  Were you successfully able to find the screen to show you were a public safety officer? What state are you filing?  

 

Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support. 

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