Form 5498-SA data entry

To enter Form 5498-SA information, you can either:
  • Use UltraTax CS Source Data Entry.
  • Use the following table to find where to enter the information.
Form field
Folder > Screen
Field
Trustee's name
Health Care > 5498SA
Trustee Name
Trustee's TIN
Health Care > 5498SA
EIN
Participant's TIN, name, address
Health Care > 5498SA
Code the screen unit to T or S to indicate if the Recipient is the Taxpayer or the Spouse.
Account number
Health Care > 5498SA
Account number
Box 1 - Employee's or self-employed person's Archer MSA contributions made in
2024
and
2025
for
2024
Health Care > 5498SA
Total HSA/MSA contributions for
2024
Box 2 - Total contributions made in
2024
Health Care > 5498SA
Total HSA/MSA contributions for
2024
Box 3 - Total HSA or Archer MSA contributions made in
2025
for
2024
Health Care > 5498SA
Total HSA/MSA contributions for
2024
Box 4 - Rollover contributions
Health Care > 5498SA
Rollover contribution
Box 5 - Fair market value of HSA, Archer MSA, or MA MSA
Health Care > 5498SA
FMV of HSA, Archer MSA, or MA MSA
Box 6 - HSA, Archer MSA, MA MSA
Health Care > 5498SA
Indicate type of health or medical savings account: HSA (Form 889), Archer MSA (Form 8853), Medicare Advantage MSA (Form 8853)
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