Deductions & credits

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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:

1. Open (continue) your return in TurboTax, if you don't already have it open.
2. Inside your program, search for 1099-SA;
3. Select Jump To 1099-SA. This will take you to the Tell us about the health-related accounts you had in 2021 screen.
4. Select the appropriate box(es) and Continue.
5. Answer Yes when asked if you used your HSA or MSA to pay for anything.
6. Free Edition or TurboTax Live Basic: Follow the onscreen instructions to upgrade to Deluxe.
7. Enter the info from your 1099-SA (this form cannot be imported).
8. When you get to Here's what we have so far, select Add Another 1099-SA or Done, as appropriate.