Is a 1099-SA included when filing a tax return? Form has a gross distribution. I am helping my son with his return and haven't seen this form before. Thanks

[BMcCalpin · Accepted solution]

Yes, you must enter the 1099-SA.

The 1099-SA is a form from the HSA plan administrator which reports the amount of distributions from the HSA, presumably for qualified medical expenses.

To enter the 1099-SA, go to Federal Taxes->Deductions & Credits->Medical, and click on "HSA MSA Contributions". After you indicate that you (your son) have an HSA, entering the 1099-SA is next.

Be sure that you go all the way through the HSA interview, until you are returned to the Your Tax Breaks screen.

[masca977]

Thank you very much. I appreciate your assistance.

[BMcCalpin]

Thank you for the comment...it helps at the end of tax season!