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January 26, 2025
Question

My spouse and I have Med Insurance premiums ($1821 ea) on our 1099-R forms; however, TTax does not show them on Med worksheet or 1099R Summary sheet for my spouse. Why?

  • January 26, 2025
  • 3 replies
  • 0 views
Using TTax Deluxe

    3 replies

    DoninGA
    Employee
    January 26, 2025

    On the Form 1099-R which box was used to report these premium payments?

    Chuck C1Author
    January 26, 2025

    Info shows in box 5 ... anmd box 2a is less than box 1.

    Chuck C1Author
    January 26, 2025

    Don't think it matters what box 2a or 5 state ... the real question is why doesn't TTax show info for my spouse that IS shown and entered from her 1099r?

     

    VolvoGirl
    Employee
    January 26, 2025

    They may come out as pre-tax.  Is box 2a less than box 1 for it?  

    SusanY1
    February 11, 2025

    Thank you for providing this additional information.  I was able to confirm what you have described and we will forward this to developers for review.  

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    Chuck C1Author
    February 11, 2025

    Great.  Again, it isn't really an issue for us, since we'll take the standard deduction; but, it is just very frustrating that the program I've used and supported for so long still has some basic errors.

    Have a good day and tax-season!

    March 1, 2025

    Even though you mentioned that you are taking the standard deduction and the medical premiums shown on your Forms 1099-R will not affect your return, I wanted to share the results of examining your diagnostic tax file in detail.  

     

    When the Form 1099-R is entered and there is a number reported in box 5, the amount can represent more than one thing.  Medical insurance premiums is one of the options.  There is a specific follow-up question that comes up after entering the Form 1099-R that asks for the amount from box 5 that was used for insurance premiums.  Looking at the inputs from the diagnostic tax file, this amount was entered in the follow-up question for the taxpayer's Form 1099-R.  The amount was not entered in the follow-up question for the spouse's Form 1099-R.  

     

    Using the test file, the follow-up question about box 5 for the spouse's Form 1099-R was entered and the data was carried to the appropriate forms without any issues.

     

    @Chuck C1 

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