Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

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

cancel
Showing results for 
Search instead for 
Did you mean: 
lisamorgan65
New Member

Do I use box 2 on my 5498 SA as my contribution amount? or use my 1099 SA?

 
2 Replies
NCperson
Level 15

Do I use box 2 on my 5498 SA as my contribution amount? or use my 1099 SA?

if you contributed through your employer only, it's already on the W-2.  nothing more to do.  There should be a code 'w' in box 12 of the W-2 which shows what you contributed. 

 

dmertz
Level 15

Do I use box 2 on my 5498 SA as my contribution amount? or use my 1099 SA?

To use Forms 5498-SA to determine the amount you contributed for 2019, start with the amount in box 2 of your 2019 Form 1099-R, add the amount in box 3 of your 2019 Form 5498 and subtract the amount in box 3 of your 2018 Form 5498.

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.48m
Members

2.61m
Discussions

Manage cookies
v