SamS1
Expert Alumni

Retirement tax questions

Your pension plan must be carrying high deductible heath insurance then providing you an HSA deposit for the deductible.  I would recommend entering both forms as received.  The distribution amount in box 1 form 1099R must include your HSA deposits also.  A 457 plan is a deferred compensation type plan.  If this was a 457 plan, amount would be in box 1 of the W2.  The amounts from box 12 of the W2 will flow to the HSA screens for questions to answer on your insurance.  If you paid any amounts from the HSA, you should have received a 1099-SA for the distributions to pay medical expenses.  You will need to include that form also in TurboTax.

  After you have logged in and are in your return:

  • Go to Search at the top of the screen.
  • then enter Form 1099-SA in the search box. 
  • You will see a Jump To function that will take you to the 1099-SA input screens. 
  • There add the 1099-SA received.