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

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. Enter your cursor into the search box in the upper right-hand portion of the screen. 
  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.
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