No, you do not need a
Form 1099-SA.
Form 1099-SA is only issued if you did have a distribution
from your Health Savings Account (HSA) during the year.
You will need to go to the HSA section of your return to
answer questions about your HSA and to determine your eligibility to contribute
to the account. This will complete Form
8889 to be included as part of your tax return. In that section you will see a question about
Form 1099-SA, just answer No that
you did not have one and move forward to the next screens.
Use these steps to go to the section of your return to
complete rest of the HSA information:
On the top row of the
TurboTax online screen, click on Search (or for CD/downloaded TurboTax
locate the search box in the upper right corner)
This opens a box where you
can type in “hsa” (be sure to enter exactly as shown here) and click the
magnifying glass (or for CD/downloaded TurboTax, click Find)
The search results will
give you an option to “Jump to hsa”
Click on the blue “Jump
to hsa” link and enter your information
