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I forgot the $3000.00 health insurance deduction for police & firefighters, can I add it now?

 
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MaryK4
Expert Alumni

I forgot the $3000.00 health insurance deduction for police & firefighters, can I add it now?

If you already filed your return, you will have to wait until it is processed and you can amend to get the additional refund.  If you8 have not filed yet, you can go back into your TurboTax return, edit the 1099-R and indicate the health insurance exclusion.  See How to File an Amended Tax Return with the IRS - TurboTax

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I forgot the $3000.00 health insurance deduction for police & firefighters, can I add it now?

Edit the Form 1099-R that you entered.  On the screen Do any of these situations apply to you? check the box labeled This money was from being a public safety officer and Continue.  Then on the screen Did you or the Pension Administrator Pay for Health Insurance? click on Yes and Continue.  On the following screen enter the Health insurance payment amount.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

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