Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

1099-R, box 5, where does that flow to?

ingridsorenson
Level 2

I have a client who claims that the amount in Box 5 of his federal 1099-R is for health insurance payments and should be expensed on Schedule A

Labels (1)
0 Cheers
1 Solution

Accepted Solutions
IRonMaN
Level 15

If he is a retired public safety employee, there is a section on the 1099R under the caption insurance.  If not, just enter it on schedule A like he said.

ACME Taxes, Tatoos, Tires and Tomatoes (I had to get rid of the turtles - they kept running away)

View solution in original post

0 Cheers
1 Reply 1
IRonMaN
Level 15

If he is a retired public safety employee, there is a section on the 1099R under the caption insurance.  If not, just enter it on schedule A like he said.

ACME Taxes, Tatoos, Tires and Tomatoes (I had to get rid of the turtles - they kept running away)

View solution in original post

0 Cheers