Medical Insurance ERROR!

[Chryskern]

Please do not give me the IRS standard answer!  When I enter the 1099R and enter the Box 5, it's fine, then there is a second question screen that's says "enter health insurance amount from box 5", when you enter the amount there Turbo Tax carries over THE WRONG AMOUNT into the Medical Expense Worksheet Line 2D.  It is taking $9,000 and reducing it to $6,000.  This has nothing to do with the 7.5% calculation.  Please there is something happening between answering this question and getting it into the form CORRECTLY.  I have spent hours with Turbo Tax people and no one can figure this out.  Do I have to file my taxes by paper?????

[MaryK4]

You can file your tax return by paper if you choose.

If you are a public safety officer  (PSO), your retirement income is reduced by up to $3,000 for premiums paid directly to the insurer for qualified insurance.  Since it is tax-free you cannot use the $3,000 for the itemized medical expenses deduction.  If you were NOT a public safety officer, there is a follow up question to the 1099-R entry where you indicate you were a PSO- make sure it is NOT checked.