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Level 1
June 1, 2019
Question

I'm filing standard deductions. Do I need to fill out a total of disbursements from my h s a account?

  • June 1, 2019
  • 1 reply
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how do I file disbursements I have made out of my h s a account in 2016

1 reply

Alumni - Champ
June 1, 2019

You should receive a 1099-SA from the trustee of the HSA, and you should wait for that.  You do need to enter the information off the 1099-SA, and it has nothing to do with whether you take the standard deduction, or not.  You have to tell the IRS how the money was used.  Work through the "1099-SA, HSA, MSA" interview under the "Deductions and Credits" tab.

Tom Young