Entering MSA, HSA, and Form 1099-SA Information in TurboTax

A Medical Savings Account (MSA) or Health Savings Account (HSA) is a tax-exempt trust or custodial account, established by you and your employer, to pay for your qualified medical expenses. Distributions are reported on Form 1099-SA.

Important: Regular health insurance premiums which are deducted from employee paychecks are not MSAs or HSAs. Check with your payroll department if you are not sure.

 

Enter MSA, HSA, and 1099-SA information in the Less Common Income area of the TurboTax Interview.

Here's how to get to the 1099-SA screens in the TurboTax Online:

1. Select the Tools button in the upper right-hand portion of the screen. 
2. Select Topic Search. 
3. When the window opens, type "1099-sa" into the box, select the item that best describes the 1099-SA that you received, and then select GO. 
4. Follow the on-screen instructions to enter the information from your 1099-SA.

Here's how to get to the 1099-SA screens in the TurboTax desktop or CD/download version:

1. Click on the search box in the upper right-hand portion of the screen. (Select the Search Topics button if using a Mac.)
2. Type "1099-sa" into the box, click on the item that best describes the 1099-SA that you received. 
3. Follow the on-screen instructions to enter the information from your 1099-SA.