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Should I have a 1099-SA form for all of my HSA accounts?

I started a new job in 2016, so I have a 1099-SA from my HSA at my previous job. Should I have another one from my new HSA account?
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1 Reply
HelenaC
New Member

Should I have a 1099-SA form for all of my HSA accounts?

Not necessarily. If you did not use your new HSA to pay for health care expenses, you won't get one.

You'll get Form 1099-SA if you used funds in your Health Savings Account (HSA) or a Medical Savings Account (MSA) to pay for health care expenses.

It's important that you enter the information from your 1099-SA before you enter your medical expenses, so we can properly calculate your medical expense deduction.

Here's how to enter your 1099-SA form:

  1. Open (continue) your return in TurboTax.
  2. In TurboTax search for 1099-SA or 1099SA (lower-case work too) and then click the "Jump to" link in the search results.
  3. On the Tell us about the health-related accounts you had in 2016 screen, check the boxes for the types of accounts you have (these may already be pre-selected based on earlier info you entered).
  4. Click Continue and follow the onscreen instructions to complete the form.
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