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Where do I enter Form 5498-SA?

SOLVEDby TurboTax36191Updated January 13, 2023

Form 5498-SA reports contributions to your Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA.

You 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.

If you made a contribution to one of these accounts (separate from company contributions), however, refer to the following instructions to enter them into TurboTax:

  1. Navigate to the Deductions and Credits section under the Federal taxes heading
  2. Scroll down to the Medical section, then click the Start button next to HSA/MSA Contributions
  3. Select your type of account on the next screen, then click Continue
  4. Answer Yes or No to the question, Did you use your Health Savings Account (HSA) to pay for anything in 2022?
  5. Enter the information from your 1099-SA, then click Continue
  6. Progress through the remaining screens until all your information has been completed

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