How do I manually enter a 1099-SA? The link in Help is not working.

Forum|Forum|1 year ago
January 24, 2025
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I manually contributed in early 2024 to an HSA, but then found I did not qualify and the funds were returned to me. I have two 1099-SAs to enter (original funds and small profit). TurboTax's questions do not apply to me or lead me to the manual entry form.

Best answer by BillM223

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.

Again, what questions are you referring to that are not clear? I can't answer whether or not they reference your scenario if I don't know which questions you are referring to.

And you said, "but then found I did not qualify and the funds were returned to me." What funds? Are you referring to your HSA contributions? So were the 1099-SAs referring to amounts that were already in your HSA? If so you won't be getting a corrected 1099-R so ignore that.

BillM223

The HSA administrator sent a copy of the 1099-SA to the IRS, so you have to include it in your return.

Did you get a corrected 1099-SA showing no funds distributed to you? If so, you should enter only the corrected 1099-SA.

What questions do you think don't apply to you? If you (or your employer) made any HSA contributions (even in error) or you made any distributions out of your HSA, you have to complete the HSA interview, which will create a 8889-T.

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curtwigginsAuthor

As I stated in my question and supporting details, I received two 1099-SAs. one is a Distribution Code #2 for excess distribution refund. The other is a Distribution Code #1 for "normal distribution" since there was a small profit earned that had to be distributed separately. The questions inside the platform are not clear or do not reference my scenario. My question again is: How do I manually enter these 1099-SAs?

Thank you!

BillM223Answer

Again, what questions are you referring to that are not clear? I can't answer whether or not they reference your scenario if I don't know which questions you are referring to.

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