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

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

smilholl
New Member

HSA 1099 SA. If the money was paid to me for reimbursement for medical expenses I paid out of pocket how do I enter that.

 
1 Reply

HSA 1099 SA. If the money was paid to me for reimbursement for medical expenses I paid out of pocket how do I enter that.

Money that was paid directly from your HSA (usually through a debit card) AND money that was sent to you to reimburse you for medical expenses that you paid out of pocket are both reported (together) on the 1099-SA that you received from the HSA administrator.


In your case, the important thing to do is to be sure to finish the HSA interview and indicate that all expenses were for qualified medical expenses (assuming they were). This amount would include both debit card payments and the reimbursed payments - which should match the amount reported as distributed on the 1099-SA.

Use your Intuit Account to sign in to TurboTax.
By selecting Sign in, you agree to our Terms and acknowledge our Privacy Statement.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing

Related Content

Manage cookies