asked

I am trying to determine if our health care premiums are taken out pre or post taxes. The gross amount on my husband's 1099-R is roughly the same as the taxable amount ($300 difference, as opposed to the $15,000 or so that we paid in premiums). His retirement is from Calpers, but they said they cannot answer the question. We itemize, but I am not certain about the pre/post payment. Additionally, I pay an out-of-pocket Long Term Disability premium once a year. My LTD provider said they are not a qualified plan. I see where there is a place for this deduction on the schedule A.

July 30th, 2024

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