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March 4, 2020
Question

What can I enter in the 1099 SA section to explain we made contributions to HSA but had no distributions? Received a 5498-SA.

  • March 4, 2020
  • 1 reply
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1 reply

VictoriaD75
March 5, 2020

Under the Deductions & Credits menu, review the following:

  • Expand the menu for Medical
  • Click Start/Revisit next to HSA, MSA Contributions
  • Confirm the account ownership and click Continue
  • On the screen that follows, answer NO to the question, Did you use your HSA to pay for anything in 2019?
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