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BrittanyS
Expert Alumni

Did not receive 1099-SA

If you did not receive a 1099-SA because you did not spend any money from your HSA answer no to the question "Did you use your Health Savings Account (HSA) to pay for anything in 2022."  See screenshot below:

 

If you find yourself in the 1099-SA entry interview anyway, then just click Continue without entering anything (except for the form where you have to indicate that everything was used for medical expenses, this is required) until eventually you will get to a screen titled as "Here's what we have so far" and showing a table of 1099-SAs (probably just the one).

 

Delete this "Untitled" entry by using the trash can icon or the Delete button and then continue with the rest of the HSA interview. 

 

@tphtph 

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Did not receive 1099-SA

We have used HSA card to pay for healthcare. Where do I find my 1099-SA? Nothing was mailed to us

PattiF
Expert Alumni

Did not receive 1099-SA

You should log into your HSA account and look under tax forms to see if the 1099-SA form can be found in that location. That's how my HSA handles forms now.

 

@RoyTheGreat 

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