tax052020
Returning Member

Get your taxes done using TurboTax

Just finished the call and requested 5498-SA, they say it will take few business days to receive in mail.

However, adding up, contributed numbers in HSA statements for 2016, the numbers do agree with whats in W-2.

 

@Opus 17 just want to clearly answer your questions, see below.

>>Was this amount included in the HSA contributions recorded in box 12 of your W-2 with code W for that year?  

->No, not included.

 

>>What is this amount included on the form 5498-SA from the bank?

No.

 

In conclusion, the $166.66 amount is not included in box 12 of W2 nor in 5498-SA. So, that money was basically taken out of my paycheck and lingering all these years with ConnectYourCare. 

 

Looking forward for your help. Thank you!