topic Box 5 of 1099-r from opm is all for employee contributions. So I enter zero to the question "how much of the box 5 amount is for health ins. It keeps saying needs review in Retirement tax questions

Box 5 of 1099-r from opm is all for employee contributions. So I enter zero to the question "how much of the box 5 amount is for health ins. It keeps saying needs review

osceola75 — Tue, 03 Feb 2026 16:09:06 GMT

No matter what answer I give for the question it always comes back with "needs review".

Re: Box 5 of 1099-r from opm is all for employee contributions. So I enter zero to the question "...

KrisD15 — Tue, 11 Mar 2025 19:39:37 GMT

It does not matter that they were your (employee) contributions, if Box 5 on your 1099-R is for health insurance, you should answer "yes" to the question that follows asking if the amount in Box 5 is for Health Insurance Premiums and enter the full amount.

Box 5 could also report Roth IRA Contributions.

If the amount in Box 5 on your 1099-R (Civil Service or other) is NOT reporting Roth contributions, it is ONLY reporting Insurance payments, so in that case, enter the full amount as insurance.

Re: Box 5 of 1099-r from opm is all for employee contributions. So I enter zero to the question "how much of the box 5 amount is for health ins. It keeps saying needs review

SteamTrain — Tue, 11 Mar 2025 20:28:55 GMT

Or...it is possible that you are entering it as a 1099-R, and should be entering it as a CSA-1099-R.

Look at the left-side of your paper retirement tax form......there is likely some tiny vertical text there indicating that it is actually a CSA-1099-R, and not a plain 1099-R?

If it is a CSA-1099-R, you should delete the 1099-R you entered, and re-enter it correctly as a CSA-1099-R.

(that is.....IF...if you did accidently enter it as a plain 1099-R)

DO NOT upload a picture or PDF file of that form....the tax software will get it wrong....enter it manually, selecting the CSA-1099-R sub-type as you walk thru the manual entry procedure.

______________________

I tried it using the Desktop software with $300 in box 5 of a CSA-1099-R, and then entered a "0" for the amount that was for insurance. I didn't get any prompt to review it during the error checks.