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jessicadonta1
New Member

I received two different forms for my HSA. The only one I have been asked to fill out is the 1099-SA but I also have a 5498-SA. Where do I enter the info for the 5498-SA?

 
2 Replies
Bsch4477
Level 15

I received two different forms for my HSA. The only one I have been asked to fill out is the 1099-SA but I also have a 5498-SA. Where do I enter the info for the 5498-SA?

The 5498-SA tells you how much was contributed to your HSA. You will be asked to report that on your return. 

Critter
Level 15

I received two different forms for my HSA. The only one I have been asked to fill out is the 1099-SA but I also have a 5498-SA. Where do I enter the info for the 5498-SA?

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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