Csa 1099R box 5 says none. Later, TurboTax asks how much of 0 was for health insurance. I put $1,916.88. Will this be calculated correctly?

jackiesrq · ‎June 3, 2019

MarilynG · ‎June 3, 2019

You should enter your CSA 1099-R exactly as shown on the form. The IRS has a copy of it.

If there is no amount in Box 5, that means that no part of your pension was used to pay Health Insurance.

Any amount in Box 5 is transferred to Schedule A, Itemized Deductions, for Medical Expenses.

If you paid your own Medical Insurance Premiums, you can enter this amount yourself in the Deductions & Credits section.

Here's more info:

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MarilynG · ‎June 3, 2019

You should enter your CSA 1099-R exactly as shown on the form. The IRS has a copy of it.

If there is no amount in Box 5, that means that no part of your pension was used to pay Health Insurance.

Any amount in Box 5 is transferred to Schedule A, Itemized Deductions, for Medical Expenses.

If you paid your own Medical Insurance Premiums, you can enter this amount yourself in the Deductions & Credits section.

Here's more info:

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"