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Where do i enter my 1099-SA and 5498-SA

 
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ErinH
Intuit Alumni

Where do i enter my 1099-SA and 5498-SA

Form 5498-SA reports contributions to your Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA. Don't enter this form into TurboTax; your account custodian sends it to you for informational purposes only. We recommend that you keep it with your tax return records. In most cases, your HSA contribution has already been reported in Box 12 of your W-2 with code W: Employer Contributions to Health Savings Account. If you made HSA contributions not reported on your W-2 (this is uncommon), we'll ask about that when you step through the Medical section. Look for the questions Were HSA contributions made in 2016? or Do you need to make any adjustments to your HSA contribution amount? Answer Yes and we'll open a screen where you can enter that information.

To enter your 1099-SA, please follow the steps in this FAQ (tip: enter your 1099-SA before you enter your medical expenses in order to properly calculate your medical expense deduction): https://ttlc.intuit.com/replies/3301386

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