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5498-sa hsa

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    5498-sa hsa

    My software instructs me to go to form 8853 but the word HSA appears no where on that form. I did one of these back in 2011 and I used the form 8889-T (TP) but in that tax return, the TP had a W (employer/TP contributions to their HSA) on their W-2 while this TP does not on their W-2. The TP's 2013 5498-sa has $0 in box 1, a dollar amt in box 2 and a dollar amt in box 5 with of course HSA checked. Nothing is appearing on line 21.

    I just saw the same TP received a 1099-sa (HSA) with the only amt appearing in box 1 (gross dists) which now appears on line 21 of form 1040.
    Last edited by AZ-Tax; 10-13-2014, 03:42 PM.

    #2
    Form 8889. If box 6 indicated Archer MSA or MA MSA you'd use 8853 instead.

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