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UPDATE I finally found it. It's there! You have to click the little tiny Add Investments button at the bottom
So just to post all the steps for anyone else...........
Enter a 1099 B under
Federal Taxes on left or Personal (Home & Business)
Wages & Income
Then scroll down to Investments and Savings
Then Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) - click Start
Then click Add Investments at the bottom
Next screen hit Continue
Then don't enter or pick a bank, at bottom click on Enter a Different Way
Then pick box Stocks, Bonds, Mutual Funds - then Continue
Enter the bank or broker
Answer some general questions and Continue
Then Continue a couple more screens and you finally get to the 1099B entry screen.
If you purchased health insurance through Healthcare.gov or your state's health insurance marketplace, you should receive your 1095-A by mid-February.
Your 1095-A should include info for everybody on your return who was enrolled in a Marketplace plan, and is required to calculate the Premium Tax Credit.
Here's how to enter your 1095-A in TurboTax:
I don't see a Jump to link
@DJStar You have to type in the 1095-A in the Search box locate in the upper right of the program screen and hit Enter. Then the Jump to link will be shown right below the Search box.
To enter your Form 1095-A -
Or enter 1095-a in the Search box located in the upper right of the program screen. Click on Jump to 1095-a
It's not there and I tried to send screenshot but it was too big and I don't know how to make it smaller. Any suggestions?
I made it a PDF of smaller MB's but then it says it's not the right format (.pdf) for the only way I can see to show you what I see.
You are welcome to email me at [email address removed] and I could send you the PDF. I'm an elder and not so good with all this technology.
@DJStar wrote:
It's not there and I tried to send screenshot but it was too big and I don't know how to make it smaller. Any suggestions?
I made it a PDF of smaller MB's but then it says it's not the right format (.pdf) for the only way I can see to show you what I see.
You are welcome to email me at [email address removed] and I could send you the PDF. I'm an elder and not so good with all this technology.
Then do not use the Search function. Follow the procedure in the answer to get to the Medical section and the Form 1095-A.
When you type 1095-A into the search box you have to hit the ENTER key.
I am putting 1095-A in the Search line and hitting enter and this is what I get:
TurboTax FAQ
If you received a 2020 excess deferral distribution in 2021, you will receive a 2021 Form 1099-R with a distribution Code P in box 7; however, it must be included on your 2020 tax return. You have two options to do that:
I closed the program, updated it and tried again and the same thing happens.
@ DJStar wrote:I closed the program, updated it and tried again and the same thing happens.
Sounds like you are using desktop software (CD/download.)_ Is it the Mac version by any chance? If so, I don't know if the Mac desktop version has "jump to" links or not. The Windows and Online versions do, but Mac might not. I'm sorta thinking it doesn't, but I don't have a Mac.
But in any case, if you're having trouble with that "jump to" method, don't bother searching for it. If you're wanting to get to the Affordable Care Act (1095-A) interview, here's the manual navigation. Have you tried this? DoninGA actually provided this method in his first answer to you above.
@DJStar Here's a couple screen shots from my Windows program. The Jump to link is above the FAQ about the Excess Deferral. Do you need to scroll up to see it?
Or you can go to it here,
Go to Federal or (Personal for Home & Business like mine.)
Then Deductions and Credits - Select I'll choose what I work on
Scroll down to Medical
Then Affordable Care Act
I am on a Mac and the description of how to get their without the Jump to link worked. Are there any Jump to links on Macs?
Using the search icon, you will type what you're looking for. In this case type in 1095-A, the jump to link will show in the results.
That does not work on a Mac though, right? At least not on my '21 Desktop Premier. I have not seen any Jump To links like I did on Windows.
@ DJStar wrote:That does not work on a Mac though, right? At least not on my '21 Desktop Premier. I have not seen any Jump To links like I did on Windows.
As I mentioned above, I don't think the"jump to" feature works on Mac desktop software. But that's only my recollection, and I'm not a Mac user, so I don't know firsthand. I know it works on Windows desktop version and Online TurboTax.
I bet @macuser_22 can tell us.
I'm glad you wrote back because I wanted to give you Kudos for proposing that. I just confirmation from this TT Employee Expert. And when she does reply, I'm going to request that TT inform Mac users that they don't have that feature until TT can give us Equal programs for Equal Pay, lol.
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