You'll get Form 1099-SA if you paid for medical or other expenses from your HSA or MSA during the tax year. It's best to enter your 1099-SA before you enter your medical expenses so TurboTax can properly calculate your medical expense deduction. On the other hand, Form 5498-SA reports contributions to your Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA. You don't enter this form into TurboTax; your account custodian sends it to you for informational purposes only. We recommend that you keep it with your tax return records.
To enter your 1099-SA, please follow the instructions below:
- 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 2021 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.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
