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

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

I have an old HSA account and can't find where to enter its information

I have my current HSA with my current employer, but I still have an old one with a few thousand dollars in it. I used it for a couple of small things in 2016. But I can't see where to enter any of that in turbotax - it only acknowledges the most recent one.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
PaulaM
Employee Tax Expert

I have an old HSA account and can't find where to enter its information

If you used your old HSA account funds for expenses, then you should receive a Form 1099-SA form. To enter the form:

  • In your open return, select My Account
  • Select Tools
  • Select Topic Search
  • Type '1099-SA' in the box, then select GO

You should land on the HSA summary page. Select edit and continue until reaching the page, Here's what we have so far.

Select the '+Add Another 1099-SA' to add the old HSA to the list. See attached example.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies