Entering Medical Expenses for an Individual return in ProConnect Tax

To enter HSA or MSA Contributions:

1. Enter the tax return
2. Go to Deductions > HSA/MSA/LTC Contracts (1099-SA, 5498-SA)
   • Here, you can access Form 8889 and Form 8853
3. The entry Type of coverage: 1=self-only, 2=family is mandatory to generate Form 8889
4. Taxpayer contributions should be entered in HSA contributions that you made (1=maximum)

To enter MSA distributions:

1. From the left of the screen, select Deductions and choose HSA/MSA/LTC Contracts (1o99-SA, 5498-SA).
2. Choose Medical Savings Accounts (8853).
3. Scroll down to the MSA Distributions section
4. Enter the Total MSA distributions received (1099-SA, box 1).
5. Enter any qualified medical expenses in Total unreimbursed qualified medical expenses.

The following articles have more detailed walkthroughs on entering common medical expenses:

• Entering self-employed health insurance deductions in ProConnect
• Calculating form 8962 with a self-employed health insurance deduction in ProConnect Tax
• Entering self-employed health insurance premiums from S corporation Schedule K-1 in ProConnect
• Generating Schedule A (Form 1040), Itemized Deductions in ProConnect Tax