topic Miscellaneous Income in Retirement tax questions

Miscellaneous Income

WHB713 — Mon, 23 Feb 2026 13:06:28 GMT

I am retired. My previous employer pays me $6,000 annually to help cover the expense of Medicare Part B. How do I enter the $6,000 into TurboTax?

Re: Miscellaneous Income

DoninGA — Tue, 07 Feb 2023 19:47:57 GMT

Does the employer pay you directly the $6,000 each year or is this an HRA (Health Reimbursement Arrangement) where you are reimbursed for medical expenses that you have already paid?

If this is an HRA then it is tax-free and is not reported on a tax return.

Re: Miscellaneous Income

JohnB5677 — Tue, 07 Feb 2023 19:49:18 GMT

Your employer should have issued a W-2, 1099-NEC, or a 1099-MISC. Contact him first to see if he has issued any of them.

If he has not it can be posted to Other reportable income.

Start at Federal

Wages & Income.
Scroll to Less Common Income.
From the drop-down select Miscellaneous Income [Select / Revisit].
Choose Other income not already reported on Form W-2 0r Form 1099.
Follow the Interview.

Re: Miscellaneous Income

WHB713 — Tue, 07 Feb 2023 20:07:33 GMT

I am paid directly ($500 monthly). Medicare Part B is automatically deducted from my monthly Social Security check. I have no other medical expenses.

Re: Miscellaneous Income

WHB713 — Tue, 07 Feb 2023 20:10:00 GMT

My previous employer sent me a Form 21099-MISC. My problem is TurboTax thinks I have a job--I do not.