Question

Where do i enter the $3000 public safety officers adjustment? Premier 2021 version.

Forum|Forum|3 years ago
October 14, 2022
1 reply
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TurboTax Premier Online

Employee

You report that you are a public safety officer after you have entered the Form 1099-R you received for retirement income.

Online editions -

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2021? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

P

plhamAuthor

I did all of that, even talked to someone at turbotax who had no idea. I checked the pso box, is it automatically deducted??

DoninGA

Employee

Your taxable amount of the pension should have been reduced by $3,000. Look at your Form 1040 Line 5a and 5b. The total amount of your pension should be on Line 5a and the taxable amount on Line 5b. Line 5b should be $3,000 less than Line 5a.

Also, PSO should have been entered on the line to left of 5a on the Form 1040.

You can preview your Form 1040 using the online editions -

Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.