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Instructions for IRS Form 1099-SA, 5498-SA
for the current year.
Instructions for IRS Form 1099-SA, 5498-SA
This document contains official instructions for IRS Form 1099-SA , and IRS Form 5498-SA . Both forms are released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 5498-SA is available for download through this link.
FAQ
Q: What is IRS Form 1099-SA?
A: IRS Form 1099-SA is a tax form used to report distributions from a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA.
Q: What is IRS Form 5498-SA?
A: IRS Form 5498-SA is a tax form used to report contributions made to a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA.
Q: Who should file IRS Form 1099-SA?
A: Financial institutions that administer HSAs, Archer MSAs, or Medicare Advantage MSAs must file Form 1099-SA to report distributions made to account holders.
Q: Who should file IRS Form 5498-SA?
A: Financial institutions that administer HSAs, Archer MSAs, or Medicare Advantage MSAs must file Form 5498-SA to report contributions made to account holders.
Q: What information is reported on IRS Form 1099-SA?
A: Form 1099-SA reports the total amount of distributions made from an HSA, Archer MSA, or Medicare Advantage MSA during the tax year.
Q: What information is reported on IRS Form 5498-SA?
A: Form 5498-SA reports the total amount of contributions made to an HSA, Archer MSA, or Medicare Advantage MSA during the tax year.
Q: When is the deadline to file IRS Form 1099-SA?
A: The deadline to file IRS Form 1099-SA is typically January 31st of the year following the tax year in which the distributions were made.
Q: When is the deadline to file IRS Form 5498-SA?
A: The deadline to file IRS Form 5498-SA is typically May 31st of the year following the tax year in which the contributions were made.
Instruction Details:
- This 4-page document is available for download in PDF;
- Actual and applicable for filing 2023 taxes;
- Complete, printable, and free.
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