turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Art58
New Member

Did not receive a 1099, only final Statement of Account for the HSA. It was my wife's through her employer, The State of Alabama. They said they don't give a 1099. ??

What do we do for the 1099 entry for medical expenses?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
PaulaM
Employee Tax Expert

Did not receive a 1099, only final Statement of Account for the HSA. It was my wife's through her employer, The State of Alabama. They said they don't give a 1099. ??

If your wife took distributions from her HSA funds to pay for medical expenses, a 1099-SA form is required to be sent. Contact the HSA custodian (not the employer) or the form.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
PaulaM
Employee Tax Expert

Did not receive a 1099, only final Statement of Account for the HSA. It was my wife's through her employer, The State of Alabama. They said they don't give a 1099. ??

If your wife took distributions from her HSA funds to pay for medical expenses, a 1099-SA form is required to be sent. Contact the HSA custodian (not the employer) or the form.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question