5498 sa turbotax: Fill out & sign online

Here's how it works

01. Edit your 5498 sa turbotax online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send form 5498 via email, link, or fax. You can also download it, export it or print it out.

How to quickly complete the Irs 5498 sa tax form 2018 for 2025

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click 'Get Form' to open IRS Form 5498-SA (2018) in the editor.
Enter the trustee's name, address, and contact information in the designated fields. Ensure accuracy as this information is crucial for IRS records.
Fill in Box 1 with contributions made to your Archer MSA for 2019 and through April 15, 2020. This amount may be deductible on your tax return.
In Box 2, report total contributions made in 2019 to your HSA or Archer MSA. This includes any qualified HSA funding distributions.
Complete Box 3 with total HSA or Archer MSA contributions made in 2020 for the year 2019.
Document any rollover contributions in Box 4 from an Archer MSA or HSA.
Indicate the fair market value of your account at the end of 2019 in Box 5.
Specify the type of account reported on this form in Box 6.
Once completed, you can print, download, and share the form directly from our platform.

Empower yourself by using our platform to fill out IRS Form 5498-SA (2018) online for free!

See more irs 5498 sa tax form 2018 versions

We've got more versions of the irs 5498 sa tax form 2018 form. Select the right irs 5498 sa tax form 2018 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.5 Satisfied (21 Votes)
2022	4.3 Satisfied (30 Votes)
2021	4.8 Satisfied (222 Votes)
2020	4.4 Satisfied (62 Votes)
2019	4.1 Satisfied (57 Votes)
2018	4.2 Satisfied (65 Votes)
2017	4.2 Satisfied (40 Votes)
2016	4.3 Satisfied (244 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

Do I need to report form 5498-SA on my tax return?

The trustee of your HSA, Archer MSA, or MA MSA may provide other information about your account on this form. Note: Dont attach Form 5498-SA to your income tax return. Instead, keep it for your records. Future developments.

How do I get my 5498-SA form?

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.

Where does 5498-SA go in TurboTax?

Form 5498-SA is a statement of contributions. In your case of employment contribution, the amount shown on 5498-SA should have already been on your W2 so theres no need to enter it anywhere else. The 5498-SA is for your information only; you dont actually enter it directly.

Is form 5498 reportable to the IRS?

Form 5498: IRA Contributions Information reports to the IRS your IRA contributions for the year along with other information about your IRA account. Your IRA custodiannot youis required to file this form with the IRS, usually by May 31. You wont find this form in TurboTax, nor do you file it with your tax return.

Who needs to file IRS form 5498?

Who needs to file Form 5498? No individual taxpayer needs to file Form 5498 with their tax return. You can think of this document as an FYI for your own IRA record-keeping. Your financial institution will automatically share Form 5498 with the IRS.

form 5498 sa turbotax

Irs 5498 sa tax form 2018 pdf Irs 5498 sa tax form 2018 online Irs 5498 sa tax form 2018 download Irs 5498 sa tax form 2018 instructions form 5498-sa 5498-sa vs 1099-sa Form 8889 HSA distribution Form

Do I need to report 5498-SA on my tax return?

The trustee of your HSA, Archer MSA, or MA MSA may provide other information about your account on this form. Note: Dont attach Form 5498-SA to your income tax return. Instead, keep it for your records.

What if I didnt receive a 5498-SA form?

You wont get a 5498-SA form if you didnt have contributions and your balance was zero dollars at the end of the year. Please note this form is informational only and doesnt need to be filed with your income tax return.

What happens if I dont report my HSA on taxes?

Not reporting contributions or distributions for your HSA can result in penalties and interest, affect taxable income calculations, require amended returns, and increase the risk of an IRS audit.

Irs 5498 sa tax form 2018-2025