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Do I need to enter Form 5498-SA?
by TurboTax•2316• Updated a day ago
No, you don't need to enter Form 5498-SA into TurboTax.
The 5498-SA reports contributions to:
- Health Savings Accounts (HSA)
- Archer Medical Savings Accounts (MSA)
- Medicare Advantage Medical Savings Accounts
If you contributed to one of these accounts separate from company contributions, follow these steps:
- Open or continue your return.
- Go to Deductions & Credits.
- Under Medical, select Start next to HSA, MSA Contributions.
- Select your type of accounts on the next screen, then select Continue.
- Answer Yes or No to Did you use your Health Savings Account (HSA) to pay for anything in 2024?
- Enter the information from your 1099-SA, then follow the onscreen instructions.
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