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.
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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.
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.
It was on the W-2. Thank you.
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.
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.
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