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sasa5_4
New Member

I have only received a 5498-SA for my HSA. What do I do?

 
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PaulaM
Employee Tax Expert

I have only received a 5498-SA for my HSA. What do I do?

If you only made contributions to your HSA through your employer via payroll deductions, then entering your W-2 with its box 12 code of W is all you need to enter.

If you took distributions from your HSA and have not received a 1099-SA, then contact the custodian for the form. If you had no distributions, then you will not receive a 1099-SA.

See below.

Form 5498-SA - You would receive this form if you made contributions (employee and employer) to your HSA account. You won't enter this form in TurboTax. Keep for your records.

Form 1099-SA - You would receive this form if you used HSA funds to pay for qualified medical expenses. It reports disbursements from the fund. You will need to enter this form.

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