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GoDawgs
Level 1
Apr 24, 2020 8:15 PM UTC
Solved

HSA self-only or family coverage

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.
sjrcpa
sjrcpaAnswer
Level 15
Apr 24, 2020 8:36 PM UTC

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.

6 replies

Just-Lisa-Now-
Intuit Community Champion
Apr 24, 2020 8:21 PM UTC

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
Apr 24, 2020 8:36 PM UTC

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.