It sounds like you haven't indicated in TurboTax that your HSA distributions were for qualified medical expenses.To indicate in TurboTax that your HSA distributions were for qualified medical expenses, follow these steps:On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner) Type “1099-SA” in the search box and click the magnifying glass or FindClick the link “Jump to 1099-SA”Step through the review questions

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rsdl4783

Level 1

Question

Why was all of the ssa-1099 money added this year instead of addendums done for the money that was for prior years

Forum|Forum|7 years ago
June 1, 2019
2 replies
25 views

No text available

TurboTax Deluxe Online

RachelW33

Alumni - Expert

It sounds like you haven't indicated in TurboTax that your HSA distributions were for qualified medical expenses.

To indicate in TurboTax that your HSA distributions were for qualified medical expenses, follow these steps:

On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
Type “1099-SA” in the search box and click the magnifying glass or Find
Click the link “Jump to 1099-SA”
Step through the review questions

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

TaxGuyBill

Level 13

If you received a Lump Sum payment for Social Security that includes payment for prior years, it still counts as income in the year that you receive it.

There is a special calculation that SOMETIMES lowers that tax (it taxes the previous year's payments at your previous year's tax rates), but that tax and income still show up on your current year tax return. The program should walk you through that if it applies.