1099R Insurance Premiums not propagating to medical expenses worksheet

[nynj2me]

We are retired federal employees and each year the 1099-R shows how much in insurance premiums (Medicare Part B and our Fed EE Health Plan premiums are paid, via a deduction from our pension. in block 5 of the 1099R.

 This year, the info from the 1099R is not propagating to the turbo tax form so my "premiums" are only showing dental and vision, not the additional $8477.00.  I keep waiting - hoping it will be in an update, but so far, not done.  

Anyone know how to let Intuit know?  

I checked previous years and it always propagated.  

Thanks. 

[SteamTrain · Accepted solution]

OK...on my desktop Premier I see it propagating.

BUT....did you get the 1099-R from the OPM?

IF so, you may need to delete that form and enter it again.

If from OPM, that is not a 1099-R, that is a CSA-1099-R, and during the startup of the 1099-R section you need to select that CSA-1099-R type form.   Then enter all your boxes...then on one of the pages following the main form, the software asks how much of the box 5 amount was for insurance premiums, you just repeat the proper amount...then it transfers.

I see it a bunch of pages into the Medical Deductions questions, where the page is labeled "How much did you spend on insurance premiums?   (I had used $1111 as a test in box 5 so it was obvious), and that amount showed there as an amount already entered, and only additional payments made elsewhere would be added to it in the extra boxes below it.

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Opinion: The OPM does a disservice to all their employees and messes up the software companies by labelling their form as "1099-R" in big bold letters in the upper Rt of the form,  then in tiny, vertical squint-print along the left side, indicate it is a CSA-1099-R  (or CSF-1099-R for survivor benefits).  Long time recipients may have learned the difference, but new retirees will get it wrong.

[nynj2me]

That was it!  Your advice was perfect!  Of course, I knew it was a CSA 1099R, but as you said, I looked at the upper right hand corner. saw 1099-R and clicked that.  Not even sure that I noticed the CSA 1099R in the drop down box.  So, I deleted, reentered, and it propagated immediately.  Thank you so much!