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February 23, 2025
Question

If a person has a HSA and has always received a 1099SA but then didn't use it last year and only receives a 5498SA, do we have to report it?

  • February 23, 2025
  • 1 reply
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    1 reply

    February 23, 2025

    If you did not receive any distribution from your HSA in 2024, then you will not receive a form 1099-SA (and there is nothing to enter as distributions from your HSA).

     

    Form 5498-SA reports contributions to your HSA and does not need to be entered on your tax return.

     

    Please read this TurboTax Help article for more information.

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