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Do I need to enter Form 5498-SA?

by TurboTax3443 Updated 1 month 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 for TurboTax Online/Mobile:

  1. Go to the Tell us about the health-related accounts you had in 2024 screen.
  2. Select your type of account(s), select Continue, and proceed to answer the questions that follow, which are based on your situation.