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Level 1
April 1, 2026
Question

Form 5329-S on HSA question

  • April 1, 2026
  • 1 reply
  • 142 views

One of the questions is asking about "Year end HSA value" and pointing to this form 5329-S. My HSA provider only gave me a 1099-SA form so I don't know what this 5329-S form is. However, from a statement, I can see the value of my HSA in Dec 2025. Should I just enter this amount and not worry about form 5329-S?

1 reply

Level 15
April 1, 2026

Yes, that is fine!

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