Deductions & credits

You don't receive the 5329; TurboTax creates it for you when you have excess contributions that are carried over to the next year.

The HSA end of year value is on form 5498-SA. You may or may not have received this yet, because the HSA plan administrator is not required to send it to you until May 31st.

However, you can surely call your HSA plan administrator or go to their website to look at your account to get the value of the HSA on December 31, 2016.

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