The Form 5498-SA (contributions to your Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA) is just for informational purposes and doesn't need to be entered into TurboTax. Please keep it for your records.
Here's how to enter your 1099-SA form (distributions from your MSA or HSA):
What if my HSA contributions are post-tax (lazy employer who does not want to add it as pre-tax)?
I am retired. I do not get a W-2 but a 1099-R statement from my retirement trust. There is no box on the 1099-R for HSA contributions. I received a 5498-SA from my former employer, showing that they contributed an amount to my HSA, as part of my retirement benefit. When loading my contribution to the HSA in addition to this former employer contribution, I do not see this contribution in turbo tax, only a spot for my personal contribution.
How do I get the former employer contribution recognized in turbo tax?
Under the Deductions & Credits menu, confirm the following:
funny every time i try to search it takes me to a different site .this one to be exact , and i can not bring up my taxes here to search for my 1099-SA fill in page very well here.
@fullmetaled Click this link for info on How to Enter 1099-SA.
Contributions to Ca Able are not taxable how do I report them
@al126 You don't need to enter your ABLE contributions, as they are not tax-deductible. However, any distributions you receive from your account are tax-free, including earnings on your account, if used for disability-related expenses.
Click this link for more info on California ABLE Accounts.