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posted Jun 6, 2019 3:25:05 AM

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

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Employee Tax Expert
Jun 6, 2019 3:25:05 AM

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.