Form 1099-SA

[Donnak]

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?

[Skylane]

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.

[qbteachmt]

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-infor...

https://proconnect.intuit.com/community/form-1099/help/1040-entering-information-from-form-1099-sa/0...

https://proconnect.intuit.com/community/form-1099/help/proseries-form-8889-health-savings-account-hs...

[Donnak]

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. 

[qbteachmt]

"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.

[Just-Lisa-Now- · Accepted solution]

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

[Donnak]

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.