Thank you @cooper1 and @Critter. Now, on to specific questions. TurboTax requires you to choose which spouse the HSA belongs to. This HSA is a family plan, not an individual plan, we are filing jointly, and we are putting the money into the HSA ourselves. So, I guess I would just choose one of us randomly, right? What goes into the Payer name/address/federal ID number? If I am putting the money into the account myself, I am my own payer, so what will the 1099-SA say in those fields? Next, Box 1 Gross distribution - what does that mean? "Box 1. Shows the amount received this year. The amount may have been a direct payment to the medical service provider or distributed to you." Do I understand that a distribution in this case is what was paid out of the HSA? Where in TurboTax do we state the amount of money that we transferred INTO the HSA so that we could pay these bills or reimburse ourselves for out of pocket expenses? And where does it show up if we put more money into the HSA than we used? Thank you again.
