5498 Sa Form Box 2

Lev the 5498 sa form has box 2 that shows total contribution lev the 5498 sa form has box 2 that shows total contribution into hsa but it is not clear which part of this contribution was contributed by my read more. You need to reference form 5498 sa when you complete form 8889 which is the tax form required for health savings accounts see article.

Hsa Tax Information 24hourflex

Enter code 2 in box 3.

5498 sa form box 2. For example the amount contributed for 2018 would be the amount in box 2 of the 2018 form 5498 sa plus the amount in box 3 of the 2018 form 5498 sa minus the amount in box 3. Reports any rollover contributions to your fidelity hsa from another hsa or archer msa. In addition form 5498 sa must be filed to report any rollover qualified hsa funding distributions trustee to trustee transfers from.

See form 8853 and form 8889 instructions. If no earnings are distributed enter zero in box 2. The six boxes of the 5498 sa tax form if this is your first time filling out the 5498 form you ll do well to familiarize yourself with the information that each of the six boxes requires before diving in.

See the specific instructions for form 5498 sa later. See the instructions for boxes 1 through 3 later. This amount goes to the form 8889 line 2.

Box 1 covers archer msa contributions box 2 is the total amount of contributions made in a year. I received a 5498 sa form and on box 5 of the form fair market value of hsa archer msa or ma msa is 1568 00. In addition form 5498 sa must be filed to report any rollover qualified hsa funding distributions trustee to trustee transfers from an ira to an hsa under section 408 d 9 contributions to the hsa subsequently closed by the trustee or custodian.

Your form 5498 sa and summary statement form 5498 sa reportable information line 2. However box 2 is 1572 00 total contribution made in 2016 which is a combination contribution from my employer and myself. How to file form 8889.

Reports total contributions received into your hsa in 2019. Box 2 is key as it describes all contributions made to your hsa during the year. If earnings are distributed enter the amount of earnings in box 2.

Form 5498 sa is sent out at the end of august for 2020 only typically the form is sent out at the beginning of june. For msa boxes 2 and 3 should already be included in box 1. Each year hsa providers are required to send a copy of form 5498 sa to all hsa accountholders unless the accountholder took all the funds out of their hsa that year and didn t make any contributions.

To use forms 5498 sa to determine your hsa contribution for a particular year you must get information from that year s form 5498 sa and the previous year s form 5498 sa. Reports the total hsa contributions made in 2020 for 2019. To enter 5498 sa box 4 rollover contributions.

You will use this number on line 2 of form 8889 to indicate your hsa contributions for the year.

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