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posted May 31, 2019 10:29:07 PM

I have two questions. I received my Form 5498-SA. However I didn't get my 1098-SA form. Since it's under my employer do I still need to fill out the deduction one? Or did my W-2 take care of it?

My second question is, since both of my W-2 reported my IRA (Roth & Traditional) investments, do I still need to put them under Deductions & Credits since I didn't get a tax form from them or no?

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1 Replies
Intuit Alumni
May 31, 2019 10:29:08 PM

If you did not make any contributions to your HSA or your MSA other than through your paycheck, then you don't need to worry about your 5498-SA. This form is sent to you for information only. You will need to enter the amount on your W-2 in Box 12 with code W. You will not need to enter anything further about contributions to your HSA.

You will only get a form 1099-SA if you withdrew money from your HSA. These forms must be furnished to the recipient by January 31, so you should have gotten yours by now.

When you put money into a retirement account through work, you do not need to report it (assuming you meant 401k or similar). If you contribute to a retirement account outside of work, you need to report that, since there are restrictions on how much you can contribute.

Here are links to the various types of retirement plans.