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New Member
posted May 31, 2019 10:16:41 PM

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?

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1 Replies
Expert Alumni
May 31, 2019 10:16:43 PM

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