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    Avalanche's Avatar
    Avalanche Posts: 6, Reputation: 1
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    #1

    Feb 10, 2009, 12:08 PM
    Health Savings Account (HSA) - Form 1099-SA
    Hi all,

    I have an HSA and received a 1099-SA with $250 in Box1 of the form. Last year most of my medical charges (~$2000) occurred in Nov and Dec. I received and paid the bills from my HSA in Jan'09 and yet to receive 1 or 2 more. So, these charges did not appear in Box1 for 2008 1099-SA. My question is: For tax purposes which one is important? The day the charge occurs? Or the day I pay the bill? Should I call the bank and request a correction on Box1, so it shows $2250?
    Thanks in advance.

    Avalanche
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
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    #2

    Feb 24, 2009, 03:59 PM
    You can claim it the day you PAY the bill.
    Avalanche's Avatar
    Avalanche Posts: 6, Reputation: 1
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    #3

    Feb 27, 2009, 01:25 PM
    Quote Originally Posted by AtlantaTaxExpert View Post
    You can claim it the day you PAY the bill.
    Thank you very much. So, I don't need to worry about it and my payments will show up in 2009's 1099-SA anyway.
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