turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

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

Where do I get the information for my HSA?

I have never filled anything out for an HSA until this year. It is asking for information that I do not know where to get it from. Is there a separate form that I am supposed to receive from my employer?
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
DanielV01
Expert Alumni

Where do I get the information for my HSA?

It depends.  There are three different forms that report HSA activity, but you'll probably only need two of them.  They are:

  • Form W-2.  In one of the box 12 squares, you will see a code W and an amount if you made pre-tax payments through your employer.  If you see anything in box 14 with an "HSA" type of message you will need to ask your employer if these are pre or post-tax contributions (Pre-tax contributions must be reported, and post-tax contributions are reported and deducted from your taxable income)
  • Form 1099-SA.  This form reports your distributions.  It is the amount that you withdrew (hopefully) to pay for qualified medical expenses (if not, you pay both income tax and a 20% penalty on this income)
  • Form 5498-SA.  This form is a record from your HSA account holder.  You do not need to receive this form to file, but it does provide you a record of what you contributed in the year.  Here is an answer from SuperUser rebab on this subject:  https://ttlc.intuit.com/replies/4429336
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question