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kay-card3
New Member

Should a taxpayer receive a copy of their 1099SA from their employer?

It looks like I had that information for 2015 but I'm not seeing anything from the same employer for 2016
1 Best answer

Accepted Solutions
MargaretL
Employee Tax Expert

Should a taxpayer receive a copy of their 1099SA from their employer?

You should receive a copy of 1099-SA if you had any HSA distributions. Otherwise, your W-2, box 12, code W reflects HSA contributions, no 1099-SA is needed for that. Form 1099-SA is reported as follows, when/if you receive it:

  1. Federal Taxes
  2. Wages & Income
  3. Scroll down to Less Common income and select 1099-SA, HSA, MSA. 

Again,  contributions made through your employer are already reflected on your Form W2, box 12, code W. Once the form W2 is entered into Turbo Tax exactly as it appears, they will be reflected on a respective form. However, if you have made additional HSA contributions that are not reported on the W-2, please use the steps below to report them:

  1. Federal Taxes
  2. Deductions & Credits
  3. Scroll down to Medical and select HSA, MSA Contributions

View solution in original post

2 Replies
MargaretL
Employee Tax Expert

Should a taxpayer receive a copy of their 1099SA from their employer?

You should receive a copy of 1099-SA if you had any HSA distributions. Otherwise, your W-2, box 12, code W reflects HSA contributions, no 1099-SA is needed for that. Form 1099-SA is reported as follows, when/if you receive it:

  1. Federal Taxes
  2. Wages & Income
  3. Scroll down to Less Common income and select 1099-SA, HSA, MSA. 

Again,  contributions made through your employer are already reflected on your Form W2, box 12, code W. Once the form W2 is entered into Turbo Tax exactly as it appears, they will be reflected on a respective form. However, if you have made additional HSA contributions that are not reported on the W-2, please use the steps below to report them:

  1. Federal Taxes
  2. Deductions & Credits
  3. Scroll down to Medical and select HSA, MSA Contributions

dmertz
Level 15

Should a taxpayer receive a copy of their 1099SA from their employer?

It's the custodian of your HSA that is responsible for sending out Forms 1099-SA reporting distributions from your HSA, not your employer.

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