JohnB5677
Expert Alumni

Get your taxes done using TurboTax

If I understand correctly. You received a 1099-R for a retirement distribution, and part of that money was used to fund an HSA account.

You can post the 1099-R, but need help to post the HSA information from the W-2.

 

To post the HSA information:

  1. Go to Deductions & Credits
  2. Scroll down and select Medical
  3. Select HSA, MSA Contributions from the list
  4. Tell us about the health-related accounts you had in 2021
  5. Select Health Savings Account = Continue
  6. Did you use your Health Savings Account (HSA) to pay for anything in 2021? = No
  7. Did you inherit this HSA? = No
  8. Did you put money into an HSA in 2021? = Yes
  9. Continue the interview

In some cases, you will have to go through the entire 1099-SA interview to get to the contribution questions.

 

 

 

 

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