Support CenterHow to report 1099R for a public service officer? - How to report 1099R for a public service officer?
🔍 How to report 1099R for a public service officer?
This guide explains how to report 1099R for a public service officer by excluding insurance premiums for retired public safety officers (PSO) and entering the qualified amount.
⚠️ Before You Begin
Make sure you are in the 1099R section of your SureFire software so you can access the exclusion worksheet.
📊 Step-by-Step Guide
Step 1: Open 1099R and exclude the insurance premiums
Use this to exclude insurance premiums for retired public safety officers (PSO) and enter the qualified amount.
Go to 1099R and check the box to exclude ins premiums for retired public safety officers (PSO) and enter qualified amount.
Step 2: Use the exclusion worksheet (SureFire / SureFire Web Version)
Use this when you need to enter the qualified amount on the correct line.
SureFire/SureFire Web Version
Go to 1099R Exclusion worksheet, line 4, to exclude ins premiums for retired public safety officers (PSO) and enter qualified amount.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form