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Level 1
June 6, 2019
Question

HSA No form 1099-A but have form 5498-SA

  • June 6, 2019
  • 1 reply
  • 3 views
I received Form 5498-SA but Turbo Tax is asking for 1099 A.  Are they the same?  How and where can I enter the info from the 5498-SA?

1 reply

Level 10
June 6, 2019

No, they aren't the same. The 1099-SA reports distributions from a Health Savings Account (HSA). This information must be entered in TurboTax because any part of it that is not used for qualified medical expenses is taxable. 

For 5498-SA reports contributions to your HSA. This form is for informational purposes only and you don't enter it in TurboTax. 


Where do I enter Form 5498-SA?  https://ttlc.intuit.com/replies/3300084