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Employee
February 17, 2025
Solved

HSA receipts entry

  • February 17, 2025
  • 1 reply
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Using TT Deluxe, and cannot find the area where I enter my HSA expenditures from my receipts.  I see where I already entered my employer's contributions, but now where do I offset those contributions by telling TT that I spent that money on health care?  Thanks!

    Best answer by dmertz

    The HSA custodian is required to report to you and to the IRS on Form 1099-SA any distributions from your HSA.  You must enter the Form(s) 1099-SA into the HSA section of TurboTax.  TurboTax will then ask how much of the distribution was used to pay qualified medical expenses.  (Presumably all of the distributions were spent on such expenses.)

    1 reply

    dmertzAnswer
    Employee
    February 17, 2025

    The HSA custodian is required to report to you and to the IRS on Form 1099-SA any distributions from your HSA.  You must enter the Form(s) 1099-SA into the HSA section of TurboTax.  TurboTax will then ask how much of the distribution was used to pay qualified medical expenses.  (Presumably all of the distributions were spent on such expenses.)