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Client received Form-1099-SA for distribution from HSA for qualified medical expenses. Instructions are to use Form 8889 to show amount received, but its not working for me. What am I missing?
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Hopefully basic has the line 3 smart worksheet or you can use line 2 to enter contributions. Entering the 1099SA be sure to check the box used for medical expenses or enter the partial amount on the worksheet.
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I found Help articles that specifically identify as ProSeries Basic:
Don't yell at us; we're volunteers
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Thanks for the reply. But this still does not work. I searched Form 8889 line by line numerous and could not find a place that I could enter the dollar amount and the distribution code.
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"I searched Form 8889 line by line numerous and could not find a place that I could enter the dollar amount and the distribution code."
Are you in the right place? You start with the 1099-SA, for the distribution info.
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Open the 1099SA worksheet and fill it in. YOU dont enter any figures on the 8889 itself.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Got it!!!
Thank you for your suggestion. As it turns out, I was entering the form number incorrectly in the "Forms Lookup". Once I entered the correct form number, the Form 1040-SA Worksheet popped up and I completed the form.
Thanks again. Its been a long day.