HSA distributions not on an 1099SA

Forum|Forum|3 years ago
March 21, 2023
1 reply
14 views

Hello Community,

Normally, I love HSA's but suddenly I am despising them because I can't seem to figure out how to get qualified medical expenses into the system without a 1099-SA, and HSA's are in my next several sets of returns.

What in the world am I missing? 😉

Thank you, in advance, to whoever, has a moment to respond.

ProSeries Basic

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

If its an HSA, and there were distributions taken, there WILL be a 1099-SA issued.

Many of my clients seem to have to go digging online to find these!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

SensibleandHourlyAuthor

Level 6

Thank you! So, these aren't required to be made available like a 1099-R? How do your client's find them?

Thanks again, Dawn.

Just-Lisa-Now-

Intuit Community Champion

they call the company that holds the HSA funds and asks them for it, I think lots of places put you on paperless automatically and they need to create a login/password for that site to access.....most of my clients if Ive seen one in the past, I have the company info, I just have them call and get the dollar amount on the phone.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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