Re: Form 1099-LTC

buelfarm · ‎04-18-2023

Received a Form 1099-LTC for payments made to nursing home where client was chronically ill prior to her death 7/8/22. All payment are qualified to be excluded from income under the provisions of the policy when I checked with the Payor, John Hancock Life & Health. However, I am wondering if there is a spot where it needs to be entered? I have searched both the term "Form 1099-LTC" and "Long Term Care" in the Forms "Find" or search box, all to no avail... does anyone know if I can simply disregard this Form?

PATAX · ‎04-18-2023

As far as I know, if there are no numbers to enter on the tax return, then there is nowhere to input the data on any worksheet Etc ...Just make a photocopy of it for your file.

buelfarm · ‎04-18-2023

Okay, what a relief ! Thought I was losing my mind b/c I was thinking of the concept of the Form 1099-SA where the distributions are reported, but then tax free if used for medical expenses, so I kept looking for a way to make that happen. Will make copy w/notes ==> thanks !

View solution in original post

PATAX · ‎04-18-2023

You're welcome

Jim-from-Ohio · ‎04-18-2023

cannot be ignored.. call up 1099-LTC and there is a worksheet where you can show the expenses.

buelfarm · ‎04-18-2023

Where would that be? I have looked everywhere in the software and searched various parameters with NO results ...

Jim-from-Ohio · ‎04-18-2023

Cick on Greern Where Do I Enter?

Start typing 1099 LTC

qbteachmt · ‎04-18-2023

I searched google using:

proseries 1099-ltc

And found the help article:

https://proconnect.intuit.com/support/en-us/help-article/form-1099/entering-information-form-1099-lt...

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buelfarm · ‎04-18-2023

Yikes ! How did I miss that obvious?! I was typing in the search bar below that Green button, and in the Forms search with Form 1099-LTC - thanks ! I am all set now ...

buelfarm · ‎04-18-2023

Thank you 🙂