, Answering FAQ'sTurboTax Employee
What is Form 1099-SA?
Form 1099-SA reports a distribution from a tax-advantaged savings account.
You'll get this form if you received distributions from your Health Savings Account (HSA) or your Medicare Advantage Medical Savings Account (MSA). You'll get this form if your HSA/MSA administrator made payments directly to your medical care provider.
Where do I enter my 1099-SA in TurboTax?
Simple – just search for 1099-SA or 1099-sa (don't forget the dash!) in your TurboTax program.
Click the Jump to 1099-SA link in the search results to go to the Medical and Health Savings Account screen.
On that screen, select the checkbox(es) that apply, click Continue, and on the next screen click the Enter 1099-SA button.