Retirement tax questions

To get to the section of TurboTax where you enter your Form 1099-SA, you can try the steps listed below.

1. Click on "Search" in the top right of your TurboTax Screen
2. Type "Form 1099-SA" in the search box
3. Click on the link "Jump to Form 1099-SA"
4. Your screen will say, "Select the health-related accounts you had in 2025"
5. Select your health -related accounts and "Continue"
6. Answer all of the follow-up questions on your TurboTax screens

Click here for Where do I enter Form 1099-SA?

Click here for What Is IRS Form 1099-SA: Distributions from an HSA, Archer MSA, or Medicare Advantage MSA?

Please return to Community if you have any additional information or questions and we would be happy to help.