For the Jump to 1099-SA option, please follow the steps below: Press on Tax Home on the Left Hand Side. Under Income and Expenses, select Pick up where you left off. Type in "1099-SA" without the quotation marks on top right of the screen where it says "Search" with the magnifying glass symbol and you should see an option which states "Jump to 1099-SA" and you can click on that link. Additionally, please refer to the image below for further reference.

The jump to link does work ... You'll get Form 1099-SA if you paid for medical or other expenses from your HSA or MSA during the tax year. Don't confuse the 1099-SA with the SSA-1099 which reports Social Security benefits.It's best to enter your 1099-SA before you enter your medical expenses so we can properly calculate your medical expense deduction:Open (continue) your return in TurboTax, if you don't already have it open.Inside your program, search for 1099-SA;Select Jump To 1099-SA. This will take you to the Tell us about the health-related accounts you had in 2021 screen.Select the appropriate box(es) and Continue.Answer Yes when asked if you used your HSA or MSA to pay for anything.Free Edition or TurboTax Live Basic: Follow the onscreen instructions to upgrade to Deluxe.Enter the info from your 1099-SA (this form cannot be imported).When you get to Here's what we have so far, select Add Another 1099-SA or Done, as appropriate.

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ringocat2005

Level 1

Solved

Where do I enter a 1099-SA? The Turbotax help says to search for 1099-SA then click on "Jump to 1099-SA" but I don't see this option. Thanks!

Forum|Forum|4 years ago
January 27, 2022
2 replies
42 views

No text available

TurboTax Premier Online

Best answer by AamilD

For the Jump to 1099-SA option, please follow the steps below:

Press on Tax Home on the Left Hand Side.
Under Income and Expenses, select Pick up where you left off.
Type in "1099-SA" without the quotation marks on top right of the screen where it says "Search" with the magnifying glass symbol and you should see an option which states "Jump to 1099-SA" and you can click on that link.

Additionally, please refer to the image below for further reference.

Critter-3

Level 15

The jump to link does work ...

You'll get Form 1099-SA if you paid for medical or other expenses from your HSA or MSA during the tax year. Don't confuse the 1099-SA with the SSA-1099 which reports Social Security benefits.

It's best to enter your 1099-SA before you enter your medical expenses so we can properly calculate your medical expense deduction:

Open (continue) your return in TurboTax, if you don't already have it open.
Inside your program, search for 1099-SA;
Select Jump To 1099-SA. This will take you to the Tell us about the health-related accounts you had in 2021 screen.
Select the appropriate box(es) and Continue.
Answer Yes when asked if you used your HSA or MSA to pay for anything.
Free Edition or TurboTax Live Basic: Follow the onscreen instructions to upgrade to Deluxe.
Enter the info from your 1099-SA (this form cannot be imported).
When you get to Here's what we have so far, select Add Another 1099-SA or Done, as appropriate.

AamilDAnswer

Level 9

For the Jump to 1099-SA option, please follow the steps below:

Press on Tax Home on the Left Hand Side.
Under Income and Expenses, select Pick up where you left off.
Type in "1099-SA" without the quotation marks on top right of the screen where it says "Search" with the magnifying glass symbol and you should see an option which states "Jump to 1099-SA" and you can click on that link.