Solved: 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.
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amandaburgess
New Member

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.

 
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PaulaM
Employee Tax Expert

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.

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"

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PaulaM
Employee Tax Expert

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.

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

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