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bmmyers84
New Member

I closed out my Health Savings Account and am unsure where to enter the $525.00 on my return

 
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1 Reply
AnnetteB
Intuit Alumni

I closed out my Health Savings Account and am unsure where to enter the $525.00 on my return

If you took a distribution of money from your Health Savings Account (HSA), then you should receive a Form 1099-SA reporting that distribution.

Form 1099-SA is then entered into your tax return where you will indicate whether the funds were used to pay medical expenses.  If you took a distribution and did not receive the form, you should contact your HSA administrator.

Use these steps to go to the section of your return to enter information from Form 1099-SA:

    • 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 “1099-SA” (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 1099-SA

    • Click on the blue “Jump to 1099-SA” link


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