You'll get Form 1099-SA if you paid for medical or other expenses from your HSA or MSA during the tax year. Don't confuse the 1099-SA with the SSA-1099 which reports Social Security benefits.
It's best to enter your 1099-SA before you enter your medical expenses so we can properly calculate your medical expense deduction:
- Open (continue) your return in TurboTax, if you don't already have it open.
- Inside your program, 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.
- Select the appropriate box(es) and Continue.
- Answer Yes when asked if you used your HSA or MSA to pay for anything.
- Free Edition or TurboTax Live Basic: Follow the onscreen instructions to upgrade to Deluxe.
- Enter the info from your 1099-SA (this form cannot be imported).
- When you get to Here's what we have so far, select Add Another 1099-SA or Done, as appropriate.
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