Yes, when you get a 1099-SA you have to report it on your tax return and then indicate whether it was spent on qualified healthcare expenses.
Here's how you do that in TurboTax Online:
- Sign in to your TurboTax account.
- Select Deductions & Credits.
- Select Start to the right of HSA, MSA Contributions, which is under Medical.
- Indicate which accounts you had on the screen Tell us about the health-related accounts you had in 2023, then select Continue.
- On the screen Did you use your Health Savings Account (HSA) to pay for anything in 2023? answer Yes.
- Enter the information from your 1099-SA, then Continue.
- When you get to Did you spend your HSA money on medical expenses only? you can answer Yes.
- Keep going until you have answered all of the questions in the section.
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