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GoDawgs
Level 1
April 24, 2020
Solved

HSA self-only or family coverage

  • April 24, 2020
  • 6 replies
  • 54 views

Do any tax forms indicate self-only or family coverage for HSA accounts? Doesn't appear the W-2, 1099-SA, or 5498 have any indication on it.  

This topic has been closed for replies.
Best answer by sjrcpa

It's the high deductible health plan that is individual or family. The client will (should) know. Maybe they have a 1095 that lists the covered people.

6 replies

Just-Lisa-Now-
Intuit Community Champion
April 24, 2020

You have to ask the client if its only for themself or can they use it for the whole family.

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sjrcpa
sjrcpaAnswer
Level 15
April 24, 2020

It's the high deductible health plan that is individual or family. The client will (should) know. Maybe they have a 1095 that lists the covered people.

The more I know the more I don’t know.