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February 18, 2024
Question

Where is the 5329-T form?

  • February 18, 2024
  • 1 reply
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I am confused on how I would know what my year end HSA value was?

1 reply

February 18, 2024

See IRS form 5498-SA box 5.

 

IRS form 5498-SA is submitted to the IRS by the trustee of your health savings account.

 

 

Box 5 shows the fair market value of your HSA, Archer MSA, or MA MSA at the end of 2023.

 

 

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