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Form 5329-S for HSA is requested. I have a form stating "Tax form 5498-SA for your Health Savings Account" AND 1099-SA form for the HSA. How do I complete the taxes?
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June 6, 2019
10:51 AM
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June 06, 2019
10:51 AM


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Form 5329-S for HSA is requested. I have a form stating "Tax form 5498-SA for your Health Savings Account" AND 1099-SA form for the HSA. How do I complete the taxes?
Use the following steps to go to the Health Savings Account (HSA) section of your return and answer the questions, including entering information from your 1099-SA:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “hsa” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to hsa”
- Click on the blue “Jump to hsa” link and enter your information
June 6, 2019
10:51 AM
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