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 6
posted Feb 24, 2023 3:39:08 PM

Form 1099-SA (HSA)

Is the information on Form 1099-SA entered on a tax return? There were contributions made in 2022. There was also a distribution. Contribution was $960, distribution $182. 

 

Thank you in advance. 

0 4 634
1 Best answer
Expert Alumni
Feb 24, 2023 4:11:27 PM

You will enter in the Wages and Income section

Scroll down to Less Common Income and click on Show More
Click on Start or Revisit for 1099-SA, HSA, MSA
Click on the type of account and the next page will allow entry for your Form 1099-SA

It will ask a few screens of questions and one will be Did you put any money into an HSA
If the total $960 contribution was already showing in your Form W-2, you will not have to enter it again. 
 

 

 

4 Replies
Expert Alumni
Feb 24, 2023 4:11:27 PM

You will enter in the Wages and Income section

Scroll down to Less Common Income and click on Show More
Click on Start or Revisit for 1099-SA, HSA, MSA
Click on the type of account and the next page will allow entry for your Form 1099-SA

It will ask a few screens of questions and one will be Did you put any money into an HSA
If the total $960 contribution was already showing in your Form W-2, you will not have to enter it again. 
 

 

 

Level 6
Feb 24, 2023 4:26:31 PM

It was on the W-2. Thank you. 

Level 3
Mar 25, 2023 7:57:26 AM

Thank you Teresa, it is helpful.

 

I have another question for 1099-SA. If I have received a distribution from HSA in March-2023 (as filled late) for medical expense occurred in 2022 . In this case HSA sends a corrected 1099-SA for 2022  year filling Or  I will get 1099-SA next year (2024) for 2023 filling yr which will have March-2023 distribution.  

Expert Alumni
Mar 25, 2023 8:36:50 AM

Distributions are by calendar year. I distribution in March 2023 your a 2022 medical expenses would be on your 2023 1099-SA issued in 2024.

 

See HSA Prior year expenses.