This article will help with entering Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information, in the Individual module of Intuit ProConnect.
Who must file Form 5498-SA?
The taxpayer must file Form 5498-SA if they're the trustee or custodian of a:
- Health Savings Account (HSA)
- Archer Medical Savings Account (Archer MSA), or
- Medicare Advantage MSA (MA MSA)
The taxpayer must file Form 5498-SA for each person for whom they've maintained an HSA, Archer MSA, or MA MSA. A separate form is required for each type of plan.
How do I enter Form 5498-SA in the program?
ProConnect doesn't have direct inputs for each of these boxes. Refer to the IRS Instructions for Form 5498-SA for more information.