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Level 1
January 26, 2020
Question

I received two different forms for my HSA. The only one I have been asked to fill out is the 1099-SA but I also have a 5498-SA. Where do I enter the info for the 5498-SA?

  • January 26, 2020
  • 1 reply
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1 reply

Level 15
January 27, 2020

The 5498-SA tells you how much was contributed to your HSA. You will be asked to report that on your return. 

Critter
Level 15
January 27, 2020

The HSA is handled in 3 parts in the TT program :

First the contribution:

https://ttlc.intuit.com/replies/4557768

https://ttlc.intuit.com/replies/4785646

 

Next the limitations screen to confirm you are eligible to make the contributions:

Until you complete the HSA portion of the TurboTax interview to establish your eligibility for an HSA contribution, TurboTax will treat the amount entered on the W-2 form as an excess HSA contribution.

https://ttlc.intuit.com/replies/4788059

 

And lastly any distribution:

https://ttlc.intuit.com/replies/4787864