Form 1099-SA

Forum|Forum|5 years ago
May 13, 2021
2 replies
12 views

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?

ProSeries Basic

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

Open the 1099SA worksheet and fill it in. YOU dont enter any figures on the 8889 itself.

Skylane

Intuit Community Champion

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.

If at first you don’t succeed…..find a workaround

qbteachmt

Level 15

I found Help articles that specifically identify as ProSeries Basic:

https://proconnect.intuit.com/community/medical-tax-credits-and-deductions/help/how-do-i-enter-information-for-a-health-savings-account-hsa-in/00/3613

https://proconnect.intuit.com/community/form-1099/help/1040-entering-information-from-form-1099-sa/00/4952

https://proconnect.intuit.com/community/form-1099/help/proseries-form-8889-health-savings-account-hsa-faq-s/00/4686

Don't yell at us; we're volunteers

Just-Lisa-Now-

Answer

Intuit Community Champion

Open the 1099SA worksheet and fill it in. YOU dont enter any figures on the 8889 itself.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

D

DonnakAuthor

Level 2

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.

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