VictoriaD75
Expert Alumni

Get your taxes done using TurboTax

An MSA is a medical savings account. 

 

Under the Deductions & Credits menu, confirm the following:

  • Expand the menu for Medical
  • Click Start/Revisit next to HSA, MSA Contributions
  • Confirm the account ownership and click Continue
  • Review the information on the screens that follow. Be sure not to report contributions that are already reported on your W-2.

You should have received a Form 1099-SA from the MSA provider indicating your disbursements.

 

In TurboTax, follow these steps:

  • Under the Federal menu, click on Deductions & Credits
  • Expand the menu for Medical
  • Click Start/Revisit next to HSA, MSA Contributions
  • When you get to the screen Did you use your MSA to pay for anything in 2019? Answer Yes.
  • Enter the information from your 1099-SA
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