2023 Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information: Fill out & sign online

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Where do I find my HSA contributions?

Usually, your HSA contribution is reported in box 12 of your W-2 with the code W (Company Contributions to Health Savings Account). TurboTax automatically records this amount in the 1099-SA, HSA, MSA section. Code W reports the combined HSA contributions from you and your employer.

Does Form 5498 need to be reported?

No. You arent required to do anything with Form 5498 because its for informational purposes only.

Why didnt I get a 5498-SA?

You wont get a 5498-SA form if you didnt have contributions and your balance was zero dollars at the end of the year. You must report contributions from your HSA on IRS Form 8889.

What is a 5498-SA form for HSA?

The purpose of Form 5498-SA is to report how much money is contributed to an HSA, Archer MSA or MA MSA over the course of a tax year. In the case of HSAs and Archer MSAs, the tax year extends to April 15 of the following year.

Where is HSA contribution reported?

Health Savings Account (HSA) contributions are reported to the account owner on Form 5498-SA. This form is issued by the financial institution. Pre-tax contributions made through the payroll deduction process are reported on Form W-2 in Box 12 with a W code.

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