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Get your taxes done using TurboTax
I don't usually receive my 5498-SA until May, well after I've filed my taxes for the year. The information on this form does not go on your tax return. It is just for your records. It does show the contributions made during the year and previous years which might be helpful in determining that she didn't make excess contributions. However, that information should also be on her W-2 form. The form you need for filing your income tax is the 1099-SA. This is entered in Turbotax under "Less Common Income"
March 25, 2025
12:52 PM
1,336 Views