Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Apr 6, 2023 11:20:41 PM

Where can I put HSA distribution? I have gone through 1099-sa part several times but not found

0 4 520
1 Best answer
Level 15
Apr 7, 2023 8:54:02 AM

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..

4 Replies
Expert Alumni
Apr 7, 2023 5:16:18 AM

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:

 

  1. Open or continue your return in TurboTax
  2. Select Search and enter 1099-SA
  3. Select Jump to 1099-sa
  4. Answer the questions and continue through the screens

OR

 

  1. Sign into your TurboTax account.
  2. Select Pick up where you left off or Continue your return.
  3. Select Federal from the left side menu, then Wages & Income.
  4. On the Wages and income screen, scroll down to Less Common Income.
  5. Next to 1099-SA, HSA, MSA select Start/Revisit.
  6. Continue with the interview. On the OK, let's get this info form your 1099-SA screen, enter the information and Continue
  7. On the Now, let's make sure your personal info matches your 1099-SA screen, confirm and Continue.
  8. On the Let's get the numbers from your 1099-SA screen, enter the information. Note: Box 1 is where you enter the Gross distribution
  9. Continue with the onscreen interview until complete. 

Level 1
Apr 7, 2023 8:38:50 AM

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?

Level 15
Apr 7, 2023 8:54:02 AM

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..

Level 1
Apr 7, 2023 10:06:23 AM

Thanks so much.. It did work now.