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New Member
posted Mar 30, 2025 4:01:17 AM

Confused about a document

I have this document that was sent to me by my retirement board, as I am a retired firefighter.  The letter states I am eligible to deduct an amount by editing form 16b of the form 1040, but in Turbo Tax, that doesn't seem possible.  Can someone help me get pointed in the right direction???  Thank you in advance

 

mpasquantonio

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1 Replies
Expert Alumni
Mar 30, 2025 4:07:41 AM

As a retired Public Safety Officer, you can deduct up to $3,000 for Health insurance from your pension.

 

The law no longer requires that the pension fund directly deduct the amount paid for health insurance.

 

If this is the case, this is how to enter the amount of health insurance you paid in TurboTax.

 

In TurboTax Online, please follow these steps:

 

  1. After you have entered your form 1099-R, continue the questionnaire until you arrive at a page titled Do any of these situations apply to you? 
  2. Put a check mark next to This money is from being a Public Safety Officer and click Continue
  3. On the next page, click on the box Yes, money was taken out to pay for Health Insurance
  4. On the next page, enter an amount up to $3,000 and click Continue
  5. The amount will be excluded from taxation.