https://ttlc.intuit.com/community/taxes/discussion/re-fileing-a-1099sa/01/3371577#M1241359 <P>A distribution to a beneficiary reported on a Form 1099-SA is not, per se, a death benefit but is just a distribution to a beneficiary of the some or all of the balance in the account.&nbsp; Such distributions are usually taxable to the beneficiary.&nbsp; The code in box 3 of the Form 1099-SA indicates the nature of the distribution.&nbsp; A distribution paid after the year of death to a non-spouse beneficiary other than the decedent's estate would have code 6.&nbsp; Otherwise the distribution paid to a beneficiary other than the decedent's spouse would have code 4.&nbsp; If the beneficiary is the surviving spouse of the decedent, the account simply becomes the spouse's account and distributions paid to the spouse are normal distributions, reported with code 1.&nbsp; A distribution paid to the decedent before death would also have code 1 but the Form 1099-SA would be in the decedent's name.</P><P>&nbsp;</P><P>TurboTax go to Wages &amp; Income -&gt; Less Common Items -&gt; 1099-SA, HSA, MSA and answer the questions related to the distribution reported on the Form 1099-SA.</P> Tue, 25 Jun 2024 12:42:17 GMT dmertz 2024-06-25T12:42:17Z https://ttlc.intuit.com/community/taxes/discussion/fileing-a-1099sa/01/3371544#M1241353 How do I verify 1099sa is a death benefit Wed, 11 Feb 2026 09:53:29 GMT https://ttlc.intuit.com/community/taxes/discussion/fileing-a-1099sa/01/3371544#M1241353 shootkx5 2026-02-11T09:53:29Z https://ttlc.intuit.com/community/taxes/discussion/re-fileing-a-1099sa/01/3371577#M1241359 <P>A distribution to a beneficiary reported on a Form 1099-SA is not, per se, a death benefit but is just a distribution to a beneficiary of the some or all of the balance in the account.&nbsp; Such distributions are usually taxable to the beneficiary.&nbsp; The code in box 3 of the Form 1099-SA indicates the nature of the distribution.&nbsp; A distribution paid after the year of death to a non-spouse beneficiary other than the decedent's estate would have code 6.&nbsp; Otherwise the distribution paid to a beneficiary other than the decedent's spouse would have code 4.&nbsp; If the beneficiary is the surviving spouse of the decedent, the account simply becomes the spouse's account and distributions paid to the spouse are normal distributions, reported with code 1.&nbsp; A distribution paid to the decedent before death would also have code 1 but the Form 1099-SA would be in the decedent's name.</P><P>&nbsp;</P><P>TurboTax go to Wages &amp; Income -&gt; Less Common Items -&gt; 1099-SA, HSA, MSA and answer the questions related to the distribution reported on the Form 1099-SA.</P> Tue, 25 Jun 2024 12:42:17 GMT https://ttlc.intuit.com/community/taxes/discussion/re-fileing-a-1099sa/01/3371577#M1241359 dmertz 2024-06-25T12:42:17Z