Form 8853 p1

Forum|Forum|5 years ago
February 1, 2021
2 replies
99 views

I received a 1099-SA form for a Medicare Advantage MSA and it won't let me file saying that form 8853 p1 must be filed. It indicated that the form will be available on 2/11/21. Not sure what this is or why I need to file it.

TurboTax Basic Windows

Best answer by ColeenD3

No, just answer yes if you used it for medical expenses ONLY. Since you said you spent most on medical enter NO and then answer the follow-up questions.

See the screenshot below.

ColeenD3

Level 15

You need the form because this is the form that records all the information from your MSA.

Please see this LINK for more information.

jhewitt972Author

Level 2

Thanks ColeenD3. I used most of my distribution for dental expenses and my plan categorizes these as covered. That is why I got the MSA in the first place. Do I need to itemize these on the 8853. I don't have the cancelled checks.

ColeenD3Answer

Level 15

No, just answer yes if you used it for medical expenses ONLY. Since you said you spent most on medical enter NO and then answer the follow-up questions.

See the screenshot below.

Topean

Level 2

I got a message saying that I can't eFile but will have to mail my return because Form 8853 has more than one page which TurboTax does not support. So, the workaround is as follows --- when you are asked if you used all of the MSA for medical expenses say NO and when it asks how much was used towards Medical Expenses indicate a dollar less than the Gross Distribution. Example: I had a Gross Distribution of $1,699 and I entered that the amount used towards Medical Expenses was $1,698. After this workaround I am now able to eFile.

Topean

Level 2

Never mind - I ran the Smart Check and I still get the same error message. I still have to file by mail. I will wait a week to see if TurboTax solves this issue to allow me to file electronically.

BillM223

Level 15

Do you get this message about not being able to e-file in the Review or in the final filing process?

This is a strange situation, since this form (the 8853) has been around for a long time. Could you do us a favor and send us a "token"? The token is a pointer to a sanitized version of your tax return that would allow us to examine your return and see what is really the issue here.

To send us a token, please do the following:

TurboTax Online:

Click Tax Tools in the menu to the left.

Click Tools, and then

Click Share my file with Agent.

A pop-up message will appear. Click OK to send the sanitized diagnostic copy to us.

Provide the token number that is generated onto this thread.

TurboTax Desktop:

Select Online menu if the customer is using Windows. Select “Help” if using a Mac.

Select Send Tax File to Agent.

A pop-up message will appear, and the customer will select, Send. If using Mac "Send Tax File to TurboTax Agent"

Note: Desktop will save a file to your computer unless you uncheck the box.