BillM223
Expert Alumni

Get your taxes done using TurboTax

1. The 1099-SA is indeed for distributions only, not for contributions.

2. The 5498-SA is indeed for information only.

3. This means that you don't put anything from the 5498-SA into TurboTax, because you should already have all the information you need.

4. You said you made contributions: some of them were through (and by) your employer, appearing as code W in box 12 of your W-2, and others possible made directly to the HSA custodian (not through your employer).

4.A. you entered the initial contributions when you entered your W-2.

4.B. if you made direct contributions, then I am assuming that you know this amount (like from your checkbook). I say this because figuring out the 2023 direct contribution from the 5498-SA is convoluted for the taxpayer (read the instructions for Box 2 for the 5498-SA at the Instructions for "Forms 1099-SA and 5498-SA" - note that this document starts with the 1099-SA.

 

Once you have done 4.A and 4.B, you have entered what you needed to for your HSA for 2023. I don't know why you've gotten 1099-SA most years, if you didn't take anything out of the HSA...

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