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HSA Tax Form: A Guide to IRS Form 1099-SA-2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering the account holder's information in the designated fields, including their name and taxpayer identification number (TIN). Ensure accuracy to avoid issues with the IRS.
- In Box 1, input the total gross distribution amount. This should include any earnings reported separately in Box 2.
- For Box 2, enter any earnings on excess contributions that were distributed. If applicable, ensure you also select the correct distribution code in Box 3 based on the type of distribution.
- If reporting a death distribution, complete Box 4 with the fair market value (FMV) of the account as of the date of death. Follow specific instructions for accurate reporting.
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In late January or early February, you should receive a 1099-SA form. This form reports any withdrawals you made from your HSA throughout the tax year.
File Form 1099-SA to report distributions made from a: The distribution may have been paid directly to a medical service provider or to the account holder.Read more