Along these lines, my wife received stock following her mother's death. It was transferred to my wife over a year later and remained in the same brokerage fund....
This helps but how do you include payments from your pension for long term care, vision, etc. ? In my case, TurboTax references Box 5, which includes only healt...
Found solution.Go to 1040 form and click on box 16b.Will not permit change but another click takes you to 1099-R worksheet.Scroll down to last entry under Insur...
TT did reduce 16b by $2046.I have the full $3000 when adding in additional premiums though.That is my issue; how to claim other premiums paid from pension when ...