2019年6月5日 · To remove your 1099-SA: Type 1099-SA in the search box and click search. Click on Jump to 1099-SA. At the Your HSA Summary, click on Edit. On the Tell us about the health-related accounts you had in 2016 screen, click Continue. On the Here's what we have so far screen, click Delete next to the 1099-SA you entered (if any).

2020年2月18日 · Don't confuse the 1099-SA with the SSA-1099 which reports Social Security benefits. It's best to enter your 1099-SA before you enter your medical expenses so we can properly calculate your medical expense deduction: Open (continue) your return in TurboTax, if you don't already have it open. Inside your program, search* for 1099-SA;

2024年2月16日 · If not, you won't have a 1099-SA. If you did withdraw from your HSA, you need to contact the administrator/company that holds the HSA. If you do not know who that is, you can ask your employer and they should tell you who to contact.

2019年5月31日 · The "Payer" on the 1099-SA is your HSA plan administrator (presumably Wells Fargo, if they gave you a debit card with which to pay for medical expenses). Thus, Thus, " TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number "

Form 1099-SA reports the money you spent from your health savings account (HSA). To enter Form 1099-SA: Open or continue your return. Navigate to the 1099-SA section: TurboTax Online/Mobile: Go to 1099-SA. TurboTax Desktop: Search for 1099-SA and select the Jump to link. Follow the onscreen instructions.

2024年4月14日 · HSA Form 5498-SA v. 1099-SA The amount reported in box 2 of my HSA 5498-SA is indeed reported on my W-2 box 12c with code W. This would validate the comments that we do not need to enter the 5498-SA info separately, as this would be a double entry.

2019年6月7日 · 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 that gave you the debit card to pay for qualified ...

2019年6月1日 · The IRS requires Form 1099-SA to be issued to an HSA beneficiary who took out a distribution from their health or medical savings account in the past year. Look to the company that issued the Form 1099-SA. As BMcCalpin noted above, look closely at the 1099-SA and you'll see that it says, "Trustee's/Payer's".

2025年1月24日 · To enter a 1099-SA, you have to go to the HSA interview (under Deductions and Credits->Medical->1099-SA, HSA, MSA). Enter the interview, then when you are asked did you pay for anything out of the HSA, answer yes. Next TurboTax will ask you to enter the particulars for a 1099-SA. When you finish, Add another 1099-SA.

2024年3月17日 · " what to do with the form 1099-SA I received afterwards, should I just skip or fill in all the information into Turbotax to pay tax possibly twice? " - Does this 1099-SA have a code of 2 in box 3? If so, only the earnings in box 2 are added to your income; the amount of excess in box 1 is ignored, because TurboTax knows that the excess was ...