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February 4, 2020
Question

I have submitted my tax refund. I never got prompted to fill out hsa - SA. I did however fill it out in the boxes on my w-2. What will happen?

  • February 4, 2020
  • 1 reply
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1 reply

ColeenD3
February 4, 2020

You will need to amend your return.

 

Where do I enter my 1099-SA?

 

Tip: Don't confuse Form 1099-SA, which reports HSA and MSA distributions, with the similar-sounding SSA-1099 for Social Security benefits.

Here's how to enter your 1099-SA form:

  1. Open (continue) your return in TurboTax.
  2. In TurboTax search for 1099-SA or 1099SA (lower-case work too) and then click the "Jump to" link in the search results.
  3. On the Tell us about the health-related accounts you had in 2018 screen, check the boxes for the types of accounts you have (these may already be pre-selected based on earlier info you entered).
  4. Click Continue and follow the onscreen instructions to complete the form.