Resolved: Health Insurance From 1099-R Box 5 Not Automatically Appearing Under Medical Expense
Article ID: SLN61088
If Box 5 of a CSA-1099-R contains an amount, there should be an interview screen to indicate if the amount in Box 5 is from Health Insurance.
The amount entered on this screen, (displayed below) should then automatically carry forward to the Medical Expense calculations for Schedule A.
This Interview screen was only appearing for Public Safety Officers.
If you have a CSA-1099-R with an amount in Box 5.
Were not a Public safety Officer,
This amount will need to be entered manually in the interview for Medical Expenses.