How do I file a 5498

[HelenaC · Accepted solution]

You don't need to enter information from your Form 5498 (IRA Contribution Information) or your Form 5498-SA (Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA contribution report) into TurboTax like you do with a W-2 or 1099s. In most cases, you'll find the information needed for your return on other paperwork, such as a year-end summary statement or a Form 1099-R or Form 1099-SA.

Keep Form 5498 with your records for future reference when you need to determine the end of year value or your investment basis in non-deductible or Roth IRAs.

Related Information:

• Where do I enter my 1099-SA?
• Where do I enter my Traditional or Roth IRA?
• Where do I enter my 1099-R?