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Deductions & credits
If the HSA account was closed, your HSA administrator should have issued you a 1099-SA form in the year it was closed. Check your online account HSA account and look for Tax Forms or year-end forms.
- Otherwise, contact your plan administrator.
- You may also be able to get the 1099-SA form on the IRS website. You'll need to get an IRS transcript of your account, in particular the Wage and Income Transcript.
If you paid qualified medical costs for the year of the distribution, you could file Form 8889 to avoid the reported distribution being subject to tax and the 20% penalty.
Additional information: Where do I enter my 1099-SA?
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‎April 10, 2023
1:24 PM