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Do I need to enter 5498-SA in TurboTax?

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

What do I do with form 5498 on my taxes?

You arent required to do anything with Form 5498 because its for informational purposes only. Please be sure to keep this form for your records as youll need this information to calculate your taxable income when you decide to take distributions from your IRA.

Where can I find my form 5498-SA?

Due to the very low volume of paper Forms 1099-SA and 5498-SA received and processed by the IRS each year, these forms have been converted to an online fillable format. You may fill out the forms, found online at IRS.gov/Form1099SA and IRS.gov/Form5498SA, and send Copy B to the recipient.

Why is my 5498-SA not available?

The 5498-SA will be available after tax filing, allowing any contributions made after January 1 for the previous year to be included. If you did not have contribution activity during the year or a balance (Fair Market Value) as of December 31, you will not receive an IRS Form 5498-SA.

What is the difference between 1099-SA and 5498-SA?

The IRS Form 1099-SA is used for reporting HSA distributions; the IRS Form 5498-SA is used for reporting contributions. If you did not have contributions during the year, then you will not see the IRS Form 5498-SA.

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