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Level 1
February 12, 2024
Question

What line on the 1099-R worksheet would you put the $3000 public safety officer health insurance exclusion if paid by spouse and not deducted from pension?

  • February 12, 2024
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1 reply

ljr
Level 9
February 12, 2024

as far as I can remember it is supposed to be paid for by the retired employee. it doesn't show up on the 1099-R form but if you get their quarterly pension statement you can see the amounts paid each month for the medical insurance. 

as for where the input:

1099-r worksheet scroll down to about mid page and you will see INSURANCE

it is the 3rd line under insurance