BillM223
Expert Alumni

Deductions & credits

No, What will happen is at the end of the year, you should get a 1099-SA with a distribution code of "1" for the aggregate of money spent from your HSA (the 1099-SA for the withdrawal of excess contributions with a code of "2" will be a separate form).

 

The IRS doesn't want your details on a tax return (but you should keep these records, in case you are ever audited), so just enter the 1099-SA when you get it. This is for expenses in 2021, right? Then you should have gotten the 1099-SA with the distribution code of "1" already.

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