Where do I find the federal ID number on the 1099-SA? and am I the payer?

Forum|Forum|7 years ago
June 1, 2019
2 replies
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TurboTax Deluxe Online

Best answer by BillM223

I believe you are entering the data from your 1099-SA. In this case, the "Payer" is the HSA administrator, i.e., the financial institution that provided the debit card you are using to pay for medical expenses.

Look closely at the 1099-SA and you'll see that it says, "Trustee's/Payer's".

The Payer's federal ID number is in the box labelled "PAYER'S TIN" (Tax Identification Number).

Note that you are the Recipient.

BillM223Answer

Level 15

Look closely at the 1099-SA and you'll see that it says, "Trustee's/Payer's".

The Payer's federal ID number is in the box labelled "PAYER'S TIN" (Tax Identification Number).

Note that you are the Recipient.

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Ryde11

Level 2

The Turbo Tax software uses the word "Federal ID Number" maybe turbo tax could change it to TIN or something more closely match the tax forms. The turbotax doesn't have an explication on the form.

BRETT2022

Level 2

In a case where Fidelity Investments manages the HSA account, but the debit card is through CITIBANK, who would be the Payer? Is there a way to look up a payer's TIN ?

Monikak11

Level 2

The IRS requires Form 1099-SA to be issued to an HSA beneficiary who took out a distribution from their health or medical savings account in the past year.

Look to the company that issued the Form 1099-SA.

As BMcCalpin noted above, look closely at the 1099-SA and you'll see that it says, "Trustee's/Payer's". The Payer's federal ID number is in the box labeled "PAYER'S TIN" (Tax Identification Number).

See this tax tips article for more information about Form 1099-SA.