Form 1099-SA - Entering Distributions from a Health Savings Account (HSA) or MSA
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To enter or review information from IRS Form 1099-SA Distributions from an HSA:
From within your TaxAct® return (Online or Desktop) click on the Federal tab. On smaller devices, click in the upper left-hand corner, then select Federal.
Click Health Savings Accounts (HSA) to expand the category and then click HSA distributions
The program will proceed with the interview questions for you to enter or review the appropriate information
To enter or review information from IRS Form 1099-SA Distributions from an Archer MSA or Medicare Advantage MSA:
From within your TaxAct return (Online or Desktop) click on the Federal tab. On smaller devices, click in the upper left-hand corner, then select Federal.
Click Other Income to expand the category and then click MSA Distributions (Form 1099-SA)
The program will proceed with the interview questions for you to enter or review the appropriate information
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