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New Member
posted Jun 6, 2019 2:03:50 AM

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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New Member
Jun 6, 2019 2:03:52 AM

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.