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kymberlon
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I am working on the HSA portion but did not receive a 1099SA. I have received a 1099G. Do they have the same information? If not, what do I do with the 1099G?

 
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1 Reply

I am working on the HSA portion but did not receive a 1099SA. I have received a 1099G. Do they have the same information? If not, what do I do with the 1099G?

You would only receive a 1099-SA if you took a withdrawal out of the HSA.  If you didn't take a withdrawal then you shouldn't receive a 1099-SA.

The 1099-G is an entirely different form than the 1099-SA.  A 1099-SA is issued by the financial institution holding the HSA.  A 1099-G is issued by a governmental entity, usually the state.

Depending on what the 1099-G is reporting you'd use either the "Unemployment and Paid Family Leave" interview, the "Other 1099-G Income" or the "State and Local Refunds on 1099-G" interview.

Tom Young

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