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Level 5
March 25, 2026
Question

Reporting 1099-QA and 5498 QA on 1040 Return

  • March 25, 2026
  • 1 reply
  • 10 views

A 1099-QA is issued in the name of a disabled son, along with a 5498 QA. I want to understand how this form gets entered into the software to "prove" it is not taxable. 

I am comparing it to a 1099-SA, where you simply check that the funds were used for qualified medical expenses. Is it similar treatment for this form?

1 reply

qbteachmt
Level 15
March 29, 2026

If the money was used for qualifying purposes, you don't report the 1099-QA.

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