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misty-6162
New Member

How do I get a copy of my 5498-SA form? TurboTax said that I had overpaid my HSA by $2095.00 I need proof of that

How do I get proof of overpayment of my HSA account?
2 Replies
Mike9241
Level 15

How do I get a copy of my 5498-SA form? TurboTax said that I had overpaid my HSA by $2095.00 I need proof of that

you don't get it from Turbotax. the form comes from the HSA custodian. if you want to see what went wrong with your HSA contributions look at form 8889.  this is where the allowable and excess amounts are computed. you'll probably have to pay the Turbotx fees first. 

 

do you have the contributions made through your employer?  - your's and any employer matching - code W box 12 on your w-2.  these contributions carry to form 8889 and are not to be reentered by you on the form.

Critter-3
Level 15

How do I get a copy of my 5498-SA form? TurboTax said that I had overpaid my HSA by $2095.00 I need proof of that

TT uses the info YOU enter to determine excess contributions ... so did you make the correct entries ?

 

The HSA is handled in 3 parts in the TT program :

First the contribution:

https://ttlc.intuit.com/replies/4557768

https://ttlc.intuit.com/replies/4785646

                                  

Next the limitations screen to confirm you are eligible to make the contributions:

Until you complete the HSA portion of the TurboTax interview to establish your eligibility for an HSA contribution, TurboTax will treat the amount entered on the W-2 form as an excess HSA contribution.

https://ttlc.intuit.com/replies/4788059

                                                    

And lastly any distribution:

https://ttlc.intuit.com/replies/4787864

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