Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Why no form 5498-SA for 2016?
#1
I have a HSA account and I used to get 2 tax forms:

1099-SA and 5498-SA



This year I don't see the 5498-SA. I am gathering all documents I can and will go to a CPA to do my taxes (I gave up on doing my own taxes now that spouse works and now we have do deduct tuition, child care expenses, etc). Sure, I will ask the CPA why the 5498 form is missing, or maybe I should call my HSA bank (webster bank) and ask what is going on.

Did you guys get such a form for 2016?

Thanks
Reply
#2
5498-SA is for your personal records only, and does not have to be submitted to the IRS:

https://ttlc.intuit.com/questions/189930...rm-5498-sa
Reply
#3
Aha, so no big deal then.

Thanks!
Reply


Forum Jump:


Users browsing this thread: 1 Guest(s)