Form 1099-SA - Distributions from an HSA, Archer MSA, or Medicare Advantage MSA

Greg Hatfield Updated by Greg Hatfield

  • See the specific instructions for Form 1099-SA.
  • See the 2023 General Instructions for Forms 1099/1098.
  • Also see the 2022 General Instructions for Forms 1099/1098.
  • For prior year forms and instructions see the IRS website.
  • To fill in Form 1096 using this data, select FORM 1096 from the Module Library list. Select the desired forms to import from the Import 1099/1098 menu on the Form 1096 screen.
  • To print Form 1099-SA, select PRINT W-2/1099/1098 from the Module Library list, or, when a form is open, select the “Print” icon. See the Print Forms screen for further printing details.

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Form 1099-S - Proceeds From Real Estate Transactions

Form W-2 and W-3