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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Health care

Enter HSA information when there are employer contributions reported on Screen W2, box 12, code W

When there are employer contributions reported on a W-2 in box 12, code W, additional data entry is required on the 5498SA Screen to report these contributions on Form 8889.
  1. Enter the
    Total HSA/MSA contributions made for
    2025
     in the
    5498SA
     screen.
    If the only contributions are employer contributions, this amount will be the same as the amount in the W-2, box 12.
  2. In the
    5498SA
     screen box 6, mark the
    HSA (Form 8889)
     checkbox.
  3. Enter the type of coverage (family or self-only) in the
    Indicate type of coverage under qualifying high deductible health plan
     field.
  4. Enter a figure in the
    Number of months in qualified high deductible health plan
     field.
    To take advantage of the increased limit on contributions for individuals who were covered for less than a full year, but had coverage for the month of December, enter
    1
     for
    HDHP in effect for December
    2025
    2025
    .
    note
    If employer contributions need to be allocated over more than 1 HSA account or include contributions for a different tax year, use the
    Employer contributions (Force)
     field.

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