San_K Posted February 20, 2022 Report Posted February 20, 2022 First time opened HSA in 2021. Do we get HSA tax form 1099 SA if we don't withdraw any funds from HSA account in 2021 ? How do we handle HSA while filing taxes for 2021? Quote
RajuDonga Posted February 21, 2022 Report Posted February 21, 2022 10 hours ago, San_K said: First time opened HSA in 2021. Do we get HSA tax form 1099 SA if we don't withdraw any funds from HSA account in 2021 ? How do we handle HSA while filing taxes for 2021? I use turbo tax , it should pick up your he contributions from your W2(employer). I guess you will only receive 1099-SA if there is any distribution. You should receive 5498-SA( bank) showing your contributions and any rollovers etc. if you select that you have HSA account TurboTax should ask those forms and coverage details of your high deductible plan. 1 Quote
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