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Form 1099-SA Worksheet

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Form 1099-SA Worksheet

BENDER

If there is a number on line 1 - Gross Distribution, about 99.9% of the time the distributions were used for qualified medical expenses.

Yet if you do not check the block that "Full amount in box 1 was used to pay qualified medical expenses,  your tax program will ADD box 1 to income.   Not good  !!!

Recommendation:  During final review,  add a warning that there is a number in box 1, but no block has been checked.

Thank you.

Bob Bender, CPA

 

 

 

 

Status: New
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