turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Education: Credits & Reporting on Mar 26! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Is the Year end HSA value the account value or the portfolio value?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
SabrinaD2
Employee Tax Expert

Is the Year end HSA value the account value or the portfolio value?

The year-end HSA value typically means the account value as of December 31st of the tax year. This information can be found on Form 5498-SA, which is provided by your HSA administrator. Contributions to your HSA, as well as the fair market portfolio value of the account, are reported on this form.

 

For more details, you can check typically or this information on form 5498-SA.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question