You will get Form 1099-SA if you paid for medical or other expenses from your HSA or MSA during the tax year.
If you have e-filed your 2020 Federal tax return, and the IRS accepts the tax return, you will have to amend the tax return after you receive your refund.
If you have e-filed your 2020 Federal tax return, and the IRS rejects the tax return, you will be able to add IRS form 1099-SA and then correct the issues related to the e-file rejection.
Enter the 1099-SA by following these steps.
- Select the appropriate box(es) and Continue.
- Answer Yes when asked if you us
- Inside your program, at the magnifying glass in the upper right hand corner of the screen 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 2020 screen.
- Answer Yes when asked if you used your HSA or MSA to pay for anything.
See this TurboTax Help.
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