Where to report 1099 sa on 1040-2025

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Youll use Form 1040-X, Amended U.S. Individual Tax Return. You should provide a clear explanation for the reason that you are amending your return. Send a copy of any 1099s that werent included with your original tax filing. When you amend your tax return, you may have to file additional forms.
Taxpayers dont include Form 1099-B with their tax return but they do transfer the information on it to Form 8949 to calculate their capital gains and losses. These totals are then recorded on Schedule D.
You should receive Form 5498-SA from the trustee of your HSA. This form will show your contribution amount. Youll need to contact the trustee of your HSA if you cannot find this form.
To enter Form 1099-SA: Open or continue your return in TurboTax by selecting the Continue or Start button on the Tax Home screen. Select Search and enter 1099-SA. Select Jump to 1099-sa. Answer the questions and continue through the screens.
Information from Form 1099-SA is reported on either Form 8853 or Form 8889. Unused distributions from an HSA must be reported as income. You can repay a mistaken distribution from a health savings account no later than April 15. If you inherited an account from your deceased spouse, special rules apply.

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The 5498-SA Tax Form is not required to report your HSA contributions so Fidelity no longer issues a 5498-SA in January. If you are expecting a 5498-SA it will be available in May.
The amount in Box 3 on your 1099-SA will appear as other income on your 1040 tax form. If you use software to file your taxes, it should populate the forms automatically. The Box 3 amount also needs to be listed in Box 15 on your Form 8889 return. Download IRS instructions for Form 1099-SA.
HSA distributions are reported to the account owner on Form 1099-SA. This form is issued by the financial institution. Form 8889 must be filed with your annual Form 1040 federal tax filing if you make contributions to or take distributions from an HSA.

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