You would receive a 1099-SA form if you took distribution...

I have a HSA account but have never received a 1099-sa before for my accountant. Do I need to fill out a form for this?

I would show her my last statement and she would take info off of that

posted

You would receive a 1099-SA form if you took distributions from your HSA funds to pay for medical expenses. If you took distributions, and did not receive a Form 1099-SA, contact the HSA custodian.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Did you receive any distributions from a retirement plan after 2020? For this question, if I withdrew my 401k in September of 2020, would the answer be yes?

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

I have a HSA account but have never received a 1099-sa before for my accountant. Do I need to fill out a form for this?

I have a HSA account but have never received a 1099-sa before for my accountant. Do I need to fill out a form for this?

Get more help

Do you have a TurboTax Online account?

I have a HSA account but have never received a 1099-sa before for my accountant. Do I need to fill out a form for this?

Do you have an Intuit account?

I have a HSA account but have never received a 1099-sa before for my accountant. Do I need to fill out a form for this?

Get more help

Related Content

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

File your taxes, your way

Access additional help, including our tax experts

Post your question

Connect with an expert