How do I post a 1099-SA amount for my HSA in Quicken so it transfers to TurboTax?

John R G
John R G Member
edited March 2022 in Investing (Windows)
I received a 1099-SA from the IRS for the Gross Distribution of mutual funds from an Optum HSA account. I tried to make a category but did not see 1099-SA on the tax line list of tax forms. Does this need to be added to Quicken or is there a work around?


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Quicken has no built-in support for HSAs. I think your only option at this point is to enter the information from the 1099-SA directly into TurboTax.

    If you would like Quicken to implement support for HSAs, please comment and vote on this Idea

    To vote on an Idea, click on the little up arrow below the vote count in the first post of the thread.
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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Quicken's tax lines are years behind, so far behind that they have nothing for HSA accounts, let alone them getting with Intuit to make sure it transfers into TurboTax.

    I think the best workaround is just enter the number(s) into TurboTax.
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