Entering in Program - Form 1099-SA Distributions from a Health Savings Account (HSA) or MSA
To enter or review information from IRS Form 1099-SA Distributions from an HSA, Archer MSA or Medicare Advantage MSA:
- From within your TaxACT return (Online or Desktop) click on the Federal Q&A tab
- Click Other Income to expand the category and then click HSA and MSA Distributions (Form 1099-SA)
- Click Add to create a new copy of the form or click Review to review a form already created
- The program will proceed with the interview questions for you to enter or review the appropriate information