I am a retired Public Safety Officer and understand I am elligible for a $3,000 expemtion on my taxes. I have filed my taxes through Turbo Tax and upon reviewing the 1040A, I do not see where the exemption was applied. Did I miss something and it was no

[IsabellaG · Accepted solution]

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

[retireetaxes]

but after it asks for the amount it starts a loop and wants you to say you either took that money and rolled it back over or you cashed out ?    you didn't it went straight from admin of your pension to your health insurance so what answer makes the program include the exclusion??

[DianeC958]

As you go through the screen for the 1099-R it comes to a question

 Did the Pension Administrator Pay for Health Insurance? Yes

When you answer the question yes then the next screen asks the amount that was paid for health insurance.

Then the program will exclude up to $3,000 from your taxable income.

[JAKYLE5]

So, if my insurance premiums in Box 5 on my 1099-R is over $5,000, as a retired law enforcement officer, than I must reduce it to $3,000 because that is the maximum?