Question

Where, in TurboTax, do I add info from 1099-SA?

Forum|Forum|3 years ago
January 31, 2023
1 reply
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Turbo hasn't asked for my 1099-SA, where do I enter that info?

TurboTax Deluxe Online

Do a Search (upper right) for hsa (lower case) and click on the jump-to link. Just type hsa and hit Enter - ignore all the suggested search terms. Mac users need to find HSA in the Topics List.

Indicate that you have an HSA on the first screen, and then almost immediately, TurboTax asks if you spent any money from the HSA. When you answer "yes", you will be asked to enter the 1099-SA information.

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