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Form 1099-SA - Distributions from an HSA
1
Health Savings Account (HSA) distributions are reported on Form 1099-SA, Distributions from an HSA, Archer MSA, or Medicare Advantage MSA, and the information transfers to Form 8889 Health Savings Accounts (HSAs).

To enter distribution information in the program, follow the steps below. 

Online
Dashboard
  1. From within your TaxAct return, click Income. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click the Explore More drop-down.
  3. Click Add beside Payments from an HSA or MSA (1099-SA).
  4. Complete the rest of the interview process. 
Classic
  1. From within your TaxAct return, click Federal. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click the Health Savings Accounts (HSA) drop-down, then click HSA distributions.
  3. Complete the rest of the interview process. 
Desktop
  1. From within your TaxAct return, click Federal. 
  2. Click the Health Savings Accounts (HSA) drop-down, then click HSA distributions.
  3. Complete the rest of the interview process. 
 
Generally, if you receive a taxable distribution, you must also pay an additional tax on the amount included in income. The amount included in income is the amount not used to pay medical expenses. To enter other HSA information, follow the steps below. 

Online
Dashboard
  1. From within your TaxAct return, click Resources. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Under My Return, click Federal Search. 
  3. Click the Health Savings Accounts (HSA) drop-down, then click All HSA topics.
  4. Complete the rest of the interview process. 
Classic
  1. From within your TaxAct return, click Federal. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click the Health Savings Accounts (HSA) drop-down, then click All HSA topics.
  3. Complete the rest of the interview process. 
Desktop
  1. From within your TaxAct return, click Federal. 
  2. Click the Health Savings Accounts (HSA) drop-down, then click All HSA topics.
  3. Complete the rest of the interview process.