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February 10, 2025
Question

Is the Year end HSA value the account value or the portfolio value?

  • February 10, 2025
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    February 10, 2025

    The year-end HSA value typically means the account value as of December 31st of the tax year. This information can be found on Form 5498-SA, which is provided by your HSA administrator. Contributions to your HSA, as well as the fair market portfolio value of the account, are reported on this form.

     

    For more details, you can check typically or this information on form 5498-SA.