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  • I contributed to HSA but did not get a Form 1099SA, what do I do?
    I have a follow up question on this I did have a Health Spending Account that I contributed to AND I used all of the funds in it to pay for medical expenses I contacted the company and they stated that they do not create 1099-SA forms for customers and that the information I need should be on my W2 My W2 shows my dependent spending account I created but does not show my HSA Do you know
  • HSA Excess Contribution Earning Reporting over multiple Tax Years - 1099-SA
    Excess contribution (made with post tax dollars) and related earnings were both reversed in 2024 and reported accordingly for tax year 2023 Now the custodian of the HSA has issued a 2024 1099-SA for the distribution Unfortunately, if I enter this form in TurboTax the software doesn’t enable me to qualify it as a reversal distribution made for a prior tax year reversal of an excess
  • I didnt receive a 1099-SA for my HSA what do I do? - Intuit
    Did you take any distributions from your HSA to pay for qualified medical expenses during the tax year? If not, you would not receive a 1099-SA, so in the HSA interview (Federal Taxes->Deductions Credits->Medical, click on "HSA MSA Contributions"), just skip adding a 1099-SA But if you did take distributions, you need to contact your HSA plan administrator (the bank or financial institution
  • 1099sa gross distribution - ttlc. intuit. com
    why did the gross distribution, all medical expenses, on my1095-sa lower my federal tax refund?
  • 1099-SA for HSA increased my taxes despite Only used for . . . - Intuit
    I just turned 65 this past March and am now on Medicare but I am using my HSA from my employer to pay my medical bills I put into Turbo Tax my distributions and it raised my Federal Taxes by A LOT, even though I checked 'only used for medical expenses'??????? Is there something special about turn
  • Solved: 1099SA
    I’m choosing the standard deduction of $29,200 this year and since I contribute pretax HSA through my employer I selected I have no HSA on my taxes so it doesn’t include the contributions on my taxes My question is how do I report my 1099sa form to report what I spent for medical since I selected n
  • Solved: Did not receive 1099-SA - Intuit
    I did not receive a 1099-SA for 2019 since I had no distributions TT Premier (for 2019 taxes) does not effectively deal with this situation if you answer the question that you have a HSA Any thoughts or work-arounds?
  • How and when to enter 1099-SA for 2024 taxes Turbotax premier desktop
    Spouse received 1099-SA form for 10 years old HSA account; now received HSA debit card in 2024 year and 1099-SA form from custodian, box 3 "distribution code "1" - normal distribution" box 5 = HSA checked Turbotax premier version desktop: Q1: when to enter this 1099-SA form? is it under "Wages
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    I contribute to a HSA through work i do not recall getting a form 1099-SA Is this something I can find on-line or ? Can I enter values based on info from EOY pay statement?
  • How to enter 1099-SA correctly in TurboTax?
    I had an excess HSA contribution in year 2021 We withdrew that amount in year 2022 So, we received a 1099-SA form with a distribution code "2" Unfortunately, TurboTax still believes I don't have taxable distributions in the 8889 form Therefore, I continue to have excess HSA contributions in the





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