- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Differing W-2 HSA amount from HSA 5498-SA amount
You can contribute up to $6750 to your HSA for 2017, including employer contributions. According to the 5498-SA from my HSA, I contributed $6427.28 for 2017. However, this does not include a $209.60 contribution from my employer at the end of December 2017 but does appear to include a $27.28 contribution made by the employer at the end of 2016.
Basically, the HSA is counting the contributions toward a particular year based on the date they receive or process them, as it's not earmarked by my employer for the previous year. Conversely, my employer is counting the contribution toward the year I received the paycheck. For example, the $209.60 shows up on my W-2 for 2017 but does not show up on my HSA 5498-SA. The HSA customer service confirmed that it is being counted toward 2018.
I informed my employer of this, and they contacted the HSA. Nobody is issuing a corrected document. I assume this is correct.
1) Does anyone know otherwise?
2) Also, I wanted to pretty much max out my contribution for 2017, which I can do still, so I contributed an additional $320 toward it in Feb 2018, taking it very close to the maximum amount allowed. Should I receive a corrected 5498-SA for this?
3) How should I enter this in TurboTax (CD/desktop version)?