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wrasco
New Member

I have a HSA account but have never received a 1099-sa before for my accountant. Do I need to fill out a form for this?

I would show her my last statement and she would take info off of that
1 Reply
PaulaM
Expert Alumni

I have a HSA account but have never received a 1099-sa before for my accountant. Do I need to fill out a form for this?

You would receive a 1099-SA form if you took distributions from your HSA funds to pay for medical expenses.  If you took distributions, and did not receive a Form 1099-SA, contact the HSA custodian.

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