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andyc1123
New Member

Where do I find my 1099-sa?

I contribute to a HSA through work i do not recall getting a form 1099-SA . Is this something I can find on-line or ? Can I enter values based on info from EOY pay statement?
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5 Replies
AmyC
Expert Alumni

Where do I find my 1099-sa?

Check your online HSA account for tax forms. There may be a discrepancy between your end of year and the 1099-SA.

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andyc1123
New Member

Where do I find my 1099-sa?

Your answer is confusing based on my Question. I contribute to HSA through work. I do not recall getting an form 1099-sa I do not know where to find one.  you said "Check your online account for tax forms" sorry for my ignorance on this I do not know what you are referring to when you say online account, Are you talking about from my employer or though Turbo tax? I already look via employer and do not see anything. I don't not recall doing something like this last year. Doesn't mean I didn't I just do not recall doing so. 

Where do I find my 1099-sa?

Did you WITHDRAW from your HSA?    If not, you won't have a 1099-SA.

 

If you did withdraw from your HSA, you need to contact the administrator/company that holds the HSA.  If you do not know who that is, you can ask your employer and they should tell you who to contact.

AmyC
Expert Alumni

Where do I find my 1099-sa?

I am sorry. The health savings account is normally administered by another company. It can be mailed or emailed, based on your preference. It could have gone to spam or junk mail. 

@AmeliesUncle is correct, you may not have one. 

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dmertz
Level 15

Where do I find my 1099-sa?

Having contributed to your HSA through work, enter amounts shown in box 12 of your W-2 into box 12 of TurboTax's W-2 form, nowhere else in TurboTax.  TurboTax will automatically transfer to Form 8889 line 9 the amount identified with code W.  Never make entries into TurboTax from your paystubs.

 

Forms 1099-SA report distributions not contributions.  If you made no distributions from the HSA in 2023, you'll have no Form 1099-SA to enter.

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