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Old 03-17-2015, 12:57 PM
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1099SA not required but have HSA?

My husband's employer provides an option to save his pay into a Health Savings Account. So he contributes to this account and in 2014 he contributed $1,500. We used the $1,500 toward medical payments, and then kept the receipts. Our tax preparer has the receipts, and asked for the 1099SA. The company (WAGEWORKS) who tracks this contribution for the employer said we don't need a 1099SA...our usage of the $1,500 was 'verified'. The employer's Benefit Dept says we don't need anything either. Why does our tax preparer keep wanting a 1099SA and other folks say it isn't needed. There is no W code either on the W2? I think our tax preparer wants to see GROSS PAY - 401K-HealthCareSavings = NET PAY on his W2 but that isnt' available.... Anyone have an idea what may be going on?



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