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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1 Best answer

Employee Tax Expert

Jun 4, 2019 10:37:33 PM

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

Employee Tax Expert

Jun 4, 2019 10:37:33 PM

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

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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.