1040-US: Entering Archer MSA and Medicare Advantage MSA distributions

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.


How do I enter distributions from a Medicare Advantage Archer MSA?


Enter distributions, unreimbursed expenses, and exceptions to the additional 50 percent tax in the Additional Information section in Screen 1099SA. In addition, enter the value of the account in the If MA (Medicare Advantage) MSA, enter value of account on 12/31/16 field. The additional 50 percent tax calculates based on the worksheet contained in the Form 8853 instructions.

Related topic: Medical and health savings accounts FAQs (1040)

Share This