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).

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.

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 "

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 ...

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.

2019年6月6日 · Where to locate federal ID number when filing 1099-SA from The federal identification number should be located on the left side under the heading of "PAYER'S federal identification number". If it is blank, then call the HSA plan …

2024年4月14日 · Hello! For my HSA contributions I received the 5498-SA form but did NOT receive a 1099-SA form for 2023. I did not take any distributions, and I see that it is possible (or likely?) that I will not receive the 1099-SA if I did not take any distribution. I also have been told the 5498-SA form is ...

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".

2019年6月4日 · First, when you enter the distribution in the 1099-SA part of the HSA interview, the distribution will initially be shown as taxable. This is because the IRS considers the distribution to be taxable by default, until the taxpayer shows that …

2022年3月10日 · No, don't proceed without entering your 1099-SA if you paid medical expenses with your Health Savings Account (distribution) in tax year 2021.The IRS will be sent the form and will check your tax return to make sure you entered the information. If you don't enter your 1099-SA, the IRS will make your entire distribution taxable.