2022 Form 5498-SA. HSA, Archer MSA, or Medicare Advantage MSA Information-2025

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The document is a Form 5498-SA, which is used to report contributions made to Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), and Medicare Advantage MSAs for the tax year 2022. It includes sections for reporting contributions made by employees or self-employed individuals, total contributions, rollover contributions, and the fair market value of the accounts. The form provides instructions for both participants and trustees regarding deductions, contribution limits, and filing requirements.

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Where do I find my MSA contributions?

If you made contributions to an MSA, you should receive Form 5498-SA listing your contribution information. You will know its for an MSA because the Archer MSA box or the MA MSA box will be checked in box 6. The IRS also requires you to report any distributions you received from your MSA during the year.

Where do you find your HSA contributions?

Your employers HSA contributions are reported on your W2 and included as part of the total account contributions listed on form 5498-SA.

Do I report form 5498 on my tax return?

No. You arent required to do anything with Form 5498 because its for informational purposes only.

Are Archer MSA distributions taxable?

An HSA or Archer MSA distribution isnt taxable if you used it to pay qualified medical expenses of the account holder or eligible family member or you rolled it over. An HSA may be rolled over to another HSA; an Archer MSA may be rolled over to another Archer MSA or an HSA.

What is an Archer MSA contribution?

Archer MSA, Medicare Advantage MSA, or Health Savings Account. Archer MSAs were created to help self-employed individuals and employees of certain small employers meet the medical care costs of the account holder, the account holders spouse, or the account holders dependent(s).

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Where do I find Archer MSA contributions?

Employer contributions include any amount an employer contributes to any Archer MSA for you or your spouse for 2023. These contributions should be shown in box 12 of Form W-2 with code R. If your employer made excess contributions, you may have to report the excess as income.

Do I have to report 5498-SA on my tax return?

The trustee of your HSA, Archer MSA, or MA MSA may provide other information about your account on this form. Note: Dont attach Form 5498-SA to your income tax return. Instead, keep it for your records.

2022 Form 5498-SA. HSA, Archer MSA, or Medicare Advantage MSA Information-2025

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Where do you find your HSA contributions?

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