Form 1099-SA reports distributions from Health Savings Accounts(HSA). If you receive a distribution from an HSA and roll that distribution over to another HSA, you may report this event within the program by following this path:
- Federal
- Deductions - Select my forms
- Adjustments to Income
- Health Savings Account Form 8889
- Distributions you received in 2023 that you rolled over into another HSA, including any excess contributions (and the earnings on those excess contributions) included in box 1 of your 1099-SA that were withdrawn by the due date of your tax return