ThomasM
New Member

Deductions & credits

The 5498-SA details the contributions made to your HSA.  Your payroll deferrals will appear on this form.

There's no reporting requirement for this form; it's for your records.  However, if you made after-tax contributions (not thru your payroll at work), then you'll enter those into TurboTax manually: Federal Taxes > Deductions & Credits > Medical > 1099-SA, HSA, MSA and follow the prompts to the screens after the 1099-SA input page.

You'll notice on the page for Let's enter your HSA contributions, your payroll deferrals from your W-2 already appear.  

If you took money out of the HSA, then you should have received a Form 1099-SA, which you would need to enter in TurboTax (same pathway as listed above, on 1099-SA page).  Once you enter it, you'll be asked how much of the money was spent on medical expenses.

If you didn't take money out of the HSA and didn't receive a 1099-SA, there's nothing you have to do.