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Level 1
January 19, 2024
Question

In the 1099-SA section, it is asking to enter Payer Name. I am assuming this is each company that received payment through my HSA. I am only able to add one payee.

  • January 19, 2024
  • 2 replies
  • 0 views
Where do I add other payees?

2 replies

Level 15
January 19, 2024

Payer is the HSA bank.  Payee is you.  All HSA distributions are treated as being paid to you, even if you used a debit card to pay for service directly with the provider.  

Alumni - Intuit
January 19, 2024

The Payer is the HSA plan administrator. The Payer information is located in the top left corner of the 1099-SA

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