Deductions & credits

To enter your 1099-SA, you can use the TurboTax Deluxe and higher versions. You can't use TurboTax Free.

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

Below are two ways to enter your 1099-SA disttibution:

1. Open or continue your return in TurboTax
2. Select Search and enter 1099-SA
3. Select Jump to 1099-sa
4. Answer the questions and continue through the screens

OR

1. Sign into your TurboTax account.
2. Select Pick up where you left off or Continue your return.
3. Select Federal from the left side menu, then Wages & Income.
4. On the Wages and income screen, scroll down to Less Common Income.
5. Next to 1099-SA, HSA, MSA select Start/Revisit.
6. Continue with the interview. On the OK, let's get this info form your 1099-SA screen, enter the information and Continue
7. On the Now, let's make sure your personal info matches your 1099-SA screen, confirm and Continue.
8. On the Let's get the numbers from your 1099-SA screen, enter the information. Note: Box 1 is where you enter the Gross distribution. 
9. Continue with the onscreen interview until complete.