LindaS5247
Expert Alumni

Deductions & credits

You will get a Form 1099-SA if you paid for medical or other expenses from your HSA or MSA during the tax year.

 

You should not file your tax return without entering your 1099-SA if you paid medical expenses with your Health Savings Account (distribution) during the tax year.

 

The IRS will be able to crosscheck this form with 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.

 

Click here for a link which details information regarding your Form 1099 SA.

 

Also consider these helpful articles from Turbo Tax regarding HSA's: 

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