Take a look at your W-2. If all of your HSA contributions were reported in box 12 with code W, there is no need to amend your return. The 5498-SA is just a verification of the contributions that were made to your HSA in the tax year.
If your contributions were not on your W-2 but were already reported on your return, again, you will not have to amend. In this case, you would see the contributions reported on line 12 of Schedule 1 of your tax return.
Should you have to amend, follow the steps below:
- Log into your TurboTax account
- Choose the tax year that you wish to amend
- Click Amend
- Make any necessary changes
Keep in mind that when you are amending, the refund tracker monitors the difference from your original filing to the amended return. It does not include any original refund or balance due. If you are claiming any previously unclaimed adjustments, you may see the difference as an additional refund amount.
To add the HSA contributions, under the Deductions & Credits menu, confirm the following:
- Expand the menu for Medical
- Click Start/Revisit next to HSA, MSA Contributions
- Confirm the account ownership and click Continue
- Continue in through the screens until you reach Let's enter your HSA contributions
- Stop here. If all of your contributions were through payroll deductions and reported on your W2, do not enter anything on this screen. If that is the case, either leave the box empty or type $0 in the box next to Any contributions you personally made
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