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zbro1960
Level 1
February 7, 2021
Question

1099-SA

  • February 7, 2021
  • 2 replies
  • 4 views

I did use some money from my HSA but did not get a 1099-SA

    2 replies

    B
    Level 15
    Bsch4477Level 15
    Level 15
    February 7, 2021

    Contact the financial institution that holds your HSA account. 

    J
    JohnW152
    Level 15
    February 7, 2021

    You might log in to the website of your HSA plan administrator -- the bank or financial institution that issued you the debit card to pay for qualified medical expenses.  Generally, tax documents will be available online.

    If not, try to reach out over the phone.  The administrator should be able to provide you with a copy of the 1099-SA.

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