I am confused about HSA information I received for tax purposes, and believe I should amend my information. I received and entered information for 5498-SA and 1099-SA.

amandaburgess · ‎June 4, 2019

PaulaM · ‎June 4, 2019

Form 1099-SA - is entered in order to calculate the deduction and complete Form 8889 properly. Form 1099-SA is issued when you have distributions from you HSA account.

Form 5498-SA - Just keep for your records. It is not entered in TurboTax.

https://ttlc.intuit.com/questions/1899305-where-do-i-enter-form-5498-sa

https://ttlc.intuit.com/questions/2766470-where-do-i-enter-my-hsa-contribution

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

PaulaM · ‎June 4, 2019

Form 1099-SA - is entered in order to calculate the deduction and complete Form 8889 properly. Form 1099-SA is issued when you have distributions from you HSA account.

Form 5498-SA - Just keep for your records. It is not entered in TurboTax.

https://ttlc.intuit.com/questions/1899305-where-do-i-enter-form-5498-sa

https://ttlc.intuit.com/questions/2766470-where-do-i-enter-my-hsa-contribution

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

I am confused about HSA information I received for tax purposes, and believe I should amend my information. I received and entered information for 5498-SA and 1099-SA.