HSA Distributions, Contributions

How to enter HSA contributions are reported via Form 5498-SA and HSA distributions reported via Form 1099-SA. Learn how to add these on your eFile.com tax return.

Step
Description
1. Sign up/sign in to eFile.com
Step 1: Sign up to eFile.com if you do not already have an account, then sign in.
2. Health Savings Account
Have your Forms 5498-SA and or 1099-SA and/or W-2 ready. Select Help in the upper right and enter Health Savings Account in the search box below, then select Add Form.

Health Savings Contributions, Distributions

3. HSA Entry Screen
Enter the distribution and/or contributions amounts and answer all other questions.

Health Savings Contributions, Distributions Screen

See what to do with Form 5498 or 5498-A.

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