HelenC12
Expert Alumni

Deductions & credits

No, don't proceed without entering your 1099-SA if you paid medical expenses with your Health Savings Account (distribution) in tax year 2021.The IRS will be sent the form and will check your tax return to make sure you entered the information. If you don't enter your 1099-SA, the IRS will make your entire distribution taxable.

 

If you have online access to your HSA log on and look for year end statements, then Form 1099-SA.

  • The IRS may not have your 1099-SA until sometime after tax season.

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