turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

merdian73
New Member

5329-T - where do I get one of these?

I guess I contributed to an HSA and TurboTax is asking me to enter info from a form I don't have. Not sure what to do.

"The value of your HSAs on December 31, 2016. Include any contributions made after December 31, 2016 that were for 2016." I don't know what that number is but know what the current value of the HSA is.
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

5329-T - where do I get one of these?

A 5329 is the form that calculates the penalty that you might owe from haveing excess contributions to your HSA.

You don't receive one, instead TurboTax creates one for you if you need it.

The value of your HSA on December 31, 2016 will be found on your 5498-SA that you may or may not have received yet.

I say "may or may not have received", because the form is not due to you until May 31st. This odd date is due to the fact that you can contribute to your 2016 HSA until April 18th.

However, many banks have already mailed them out so you may have it already. If not, just call your HSA plan administrator and ask them for a copy.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies