Form 1099-SA data entry

To enter information from Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, you can either use Source Data Entry or use the 1099-SA Facsimile section of the
1099SA
screen in the Health Care folder. The fields in this section are similar to the form.
note
  • If you have multiple distributions from the same HSA account, combine the amounts and enter the sum on a single
    1099SA
    screen.
  • If you have multiple distributions from different HSA accounts, enter each account on a separate
    1099SA
    screen. The application will create statement units of Form 8889.

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