Information about Form 1099-SA

Select a link below to go directly to a topic or read through the document to learn about Form 1099-SA.

• What is Form 1099-SA?
• How do I Enter Form 1099-SA?

Form 1099-SA reports a distribution from a tax-advantaged savings account.

You'll get this form if you received distributions from your Health Savings Account (HSA) or your Medicare Advantage Medical Savings Account (MSA). You'll get this form if your HSA/MSA administrator made payments directly to your medical care provider.

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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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