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April 8, 2023
Question

Where is the Payer information listed on the 1099-SA to fill in the blanks on Turbo Tax?

  • April 8, 2023
  • 1 reply
  • 0 views
The first blanks when you're entering your HSA information on Turbo Tax ask for the Payer name and address, but it doesn't show that on my 1099-SA.

1 reply

SharonD007
April 8, 2023

Please review the attached image of a 1099-SA. I have highlighted where you would find the HSA information and TIN.

 

 

Graphical user interface, table

Description automatically generated

 

 

To return to the entry screen for the 1099-SA, follow the steps below:

  1. Select Federal on the Left Hand Side.
  2. Select Wages and Income
  3. Type in 1099-SA at the search box and select Jump to 1099-SA
  4. Answer the questions in the interview screens.

If you need more information about Health Savings Accounts please review the TurboTax article What Is IRS Form 1099-SA: Distributions from an HSA, Archer MSA, or Medicare Advantage MSA?

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