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New Member
posted Jun 1, 2019 12:39:50 PM

I do not have a 1099-SA but it keeps asking me for the information. I received a 1095-C but not a 1099-A. what do I do?

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3 Replies
Level 13
Jun 1, 2019 12:39:52 PM

It is likely that you mistakenly answered the question "What type of High Deductible Health Plan did you have on December 1, 2016?" with "Family" or "Self". If, indeed, you do not have an HDHP, then you should have answered this question with "none'.

May I also assume that you do not have a code W in box 12 on your W-2? This, along with the 1099-SA is an indicator of a taxpayer having an HSA (health Savings Account), which goes with HDHP coverage.

If you do not have an HSA, then I would encourage to delete all HSA related date in order to be able to continue with your return. Please do the following:

1. make a copy of your W-2(s) (if you don't have the paper copies)

2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen

*** Desktop***

3. go to View (at the top), choose Forms, and select the desired form. Note the Delete Form button at the bottom of the screen.

*** Online ***

3. go to Tax Tools (on the left), and navigate to Tools->Delete a form

4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)

5. go back and re-add your W-2(s), preferably adding them manually

Continue with your return. If you see the question "What type of High Deductible Health Plan did you have on December 1, 2016?" again, be sure to answer "none".

New Member
Jul 14, 2020 12:36:27 PM

We have the same question as the original poster and BMcCalpin's response does not help us.

We DO have a family HDHP and DO have an HSA and DO have code W checked in box 12c.  It seems to be forcing the same question for us and we received a 1095-C and not a 1099-A.  The 1099-A questions don't really make sense since we have an employer sponsored health plan.  Our HDHP is employer provided, which is why we received 1095-C and not 1099-A.  The questions we're being forced through and are creating problems in my case are for the Massachsetts Tax return, not federal.

Does anyone have another idea?

Expert Alumni
Jul 16, 2020 6:14:52 AM

Only the 1095-A needs to be entered on your return from insurance purchased through the marketplace. If you received a different 1095 form, such as one from employer benefits (1095-B or 1095-C), you do not need to enter anything on your return. It is for your records only.

 

Follow these steps:

  • Click on Deductions & Credits under Federal
  • Under the menu for Medical, click Start/Revisit next to Affordable Care Act (Form 1095-A)
  • Answer No indicating that you do not have the form to enter

Or, try deleting the form:

  1. Under Tax Tools, choose Tools
  2. Choose Delete a Form
  3. Scroll through your return until you find Form 1095-A, click Delete to the right of the form
  4. Confirm that you wish to delete the form