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February 8, 2024
Question

How do go back to my HSA non-qualified expenses to adjust the amount? -thank you

  • February 8, 2024
  • 1 reply
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I'm ready to file but I need to go back to adjust my HSA non-qualified expense amount

1 reply

February 9, 2024

You'll get Form 1099-SA if you paid for medical or other expenses from your HSA.

Here's how to revisit that section:

  1. Open or continue your return in TurboTax.
  2. Select Search and enter 1099-SA.
  3. Select Jump to 1099-sa.
  4. On the screen Here is what we have so far, click Edit next to the Payer's name. 
  5. Continue to the screen Did you spend your HSA money on Medical expenses only?
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