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In the HSA section, indicate that you had an HSA (which you did in 2022 if you received a 2022 Form 1099-SA), then answer Yes when asked if you received a distribution and then enter the 2022 Form 1099-SA on the page that 2022 TurboTax presents..
To enter your 1099-SA, you can use the TurboTax Deluxe and higher versions. You can't use TurboTax Free.
You'll get Form 1099-SA if you paid for medical or other expenses from your HSA or MSA during the tax year.
Below are two ways to enter your 1099-SA disttibution:
OR
Hello,
Thanks for the tips.
I am using deluxe version and here are more details about my situation.
I ended HSA at the end of 2021 and got its distribution at 2022 and I got letter saying I need to report this to IRS as part of 2022 tax report.
when I go through the 1099-SA section and interview process, there is no choice for o input distribution per my situation since i have to choose ‘no’ for HSA enrollment for 2022. The interview just checks my 2021 conditions and ends. Any idea?
In the HSA section, indicate that you had an HSA (which you did in 2022 if you received a 2022 Form 1099-SA), then answer Yes when asked if you received a distribution and then enter the 2022 Form 1099-SA on the page that 2022 TurboTax presents..
Thanks so much.. It did work now.
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