HSA Tax Year Contribution Totals - Reference Guide

Sep 19, 2026

This document serves as a comprehensive reference guide for understanding the HSA Tax Year Contribution Totals. It defines the key components required for tax reporting, including the IRS maximum annual contribution, total processed contributions, contributions originating from future years, and rollover amounts from other HSA funds. By detailing the specific boxes associated with the 5498-SA tax form, the guide assists users in accurately calculating their remaining contribution capacity and ensuring compliance with federal tax regulations.

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HSA Contribution Definitions

Tax Year Breakdown

Reporting Components

FAQs

What is included in the 'Contribution' amount for HSA reporting?

The contribution amount is the sum of all processed deposits and adjustments for the current year, including prior year contributions that are taxable in the current year, but excluding transfers and interest.

Where can I find the data for these contributions on my tax forms?

The document specifies that contributions, future year contributions, and rollovers correspond to Boxes 2, 3, and 4 of the 5498-SA tax form respectively.

How is the 'Remaining Contribution Amount' determined?

The remaining contribution amount is calculated as the IRS maximum annual contribution minus the total processed contributions (adjusted for future year contributions and rollovers).

Sep 19, 2026

Upload by Ben Jamin