☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Feb 17, 2025 9:20:34 AM

HSA receipts entry

Using TT Deluxe, and cannot find the area where I enter my HSA expenditures from my receipts.  I see where I already entered my employer's contributions, but now where do I offset those contributions by telling TT that I spent that money on health care?  Thanks!

0 1 900
1 Best answer
Level 15
Feb 17, 2025 3:14:29 PM

The HSA custodian is required to report to you and to the IRS on Form 1099-SA any distributions from your HSA.  You must enter the Form(s) 1099-SA into the HSA section of TurboTax.  TurboTax will then ask how much of the distribution was used to pay qualified medical expenses.  (Presumably all of the distributions were spent on such expenses.)

1 Replies
Level 15
Feb 17, 2025 3:14:29 PM

The HSA custodian is required to report to you and to the IRS on Form 1099-SA any distributions from your HSA.  You must enter the Form(s) 1099-SA into the HSA section of TurboTax.  TurboTax will then ask how much of the distribution was used to pay qualified medical expenses.  (Presumably all of the distributions were spent on such expenses.)