Should I have a 1099-SA form for all of my HSA accounts?

annasass91 — Thu, 06 Jun 2019 09:03:50 GMT

I started a new job in 2016, so I have a 1099-SA from my HSA at my previous job. Should I have another one from my new HSA account?

Not necessarily. If you did not use your new HSA to pay f...

HelenaC — Thu, 06 Jun 2019 09:03:52 GMT

Not necessarily. If you did not use your new HSA to pay for health care expenses, you won't get one.

You'll get Form 1099-SA if you used funds in your Health Savings Account (HSA) or a Medical Savings Account (MSA) to pay for health care expenses.

It's important that you enter the information from your 1099-SA before you enter your medical expenses, so we can properly calculate your medical expense deduction.

Here's how to enter your 1099-SA form:

Open (continue) your return in TurboTax.
In TurboTax search for 1099-SA or 1099SA (lower-case work too) and then click the "Jump to" link in the search results.
On the Tell us about the health-related accounts you had in 2016 screen, check the boxes for the types of accounts you have (these may already be pre-selected based on earlier info you entered).
Click Continue and follow the onscreen instructions to complete the form.

topic Should I have a 1099-SA form for all of my HSA accounts? in Deductions & credits

Should I have a 1099-SA form for all of my HSA accounts?

Not necessarily. If you did not use your new HSA to pay f...