ContributionsTaxFormData

Box-level data for a 5498-SA (HSA contributions), matching the values printed on the member's form. Only the member-specific boxes are exposed: Box 1 (Archer MSA contributions) is always $0.00 since these are HSAs, and Box 6 (the HSA / Archer MSA / MA MSA checkbox) is always HSA, as indicated by the form's formType. Money boxes render as $0.00 on the PDF when null here.

type ContributionsTaxFormData {
  contributionsMadeInSubsequentYear: Money
  contributionsMadeInTaxYear: Money
  fmv: Money
  rolloverContributions: Money
}

Fields

ContributionsTaxFormData.contributionsMadeInSubsequentYear ● Money object

Box 3: contributions deposited after the end of the tax year (through the tax-filing deadline of the following year) that were designated for this tax year, net of corrections. On PRELIMINARY versions produced before the contribution window closes, this value may not yet be final.

ContributionsTaxFormData.contributionsMadeInTaxYear ● Money object

Box 2: the total contributions deposited during the tax (calendar) year, whether designated for that tax year or for the prior tax year, plus any qualified HSA funding distributions, net of corrections. Excludes rollovers (reported in Box 4).

ContributionsTaxFormData.fmv ● Money object

Box 5: the fair market value of the HSA (cash plus any investments) at the end of the tax year.

ContributionsTaxFormData.rolloverContributions ● Money object

Box 4: rollover contributions received for the tax year. Not included in Box 2. Direct trustee-to-trustee transfers are not reported on the form, consistent with IRS instructions.

Implemented By

TaxFormData union