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

John R G

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

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
https://community.quicken.com/discussion/comment/20065695

To vote on an Idea, click on the little up arrow below the vote count in the first post of the thread.

Chris_QPW

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.