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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Click 'Get Form' to open it in the editor.
Enter the trustee's name, address, and contact information in the designated fields.
Fill in Box 1 with contributions made to your Archer MSA for 2022 and early 2023. This amount may be deductible on your tax return.
Complete Box 2 with the total contributions made to your HSA or Archer MSA during 2022.
In Box 3, indicate any HSA or Archer MSA contributions made in 2023 for the year 2022.
Document any rollover contributions in Box 4, if applicable.
Provide the fair market value of your account at the end of 2022 in Box 5.
Specify the type of account (HSA, Archer MSA, or MA MSA) in Box 6.
Once completed, you can print, download, and share the form as needed.

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2023	4.5 Satisfied (21 Votes)
2022	4.3 Satisfied (30 Votes)
2021	4.8 Satisfied (222 Votes)
2020	4.4 Satisfied (62 Votes)
2019	4.1 Satisfied (57 Votes)
2018	4.2 Satisfied (65 Votes)
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2016	4.3 Satisfied (244 Votes)

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How to find Archer MSA contributions?

Employer contributions made to an Archer MSA are shown on your Form W-2 Wage and Tax Statement in Box 12 (code R), and employer contributions (and employee contributions through a section 125 cafeteria plan) made to an HSA are shown in Box 12 (code W).

Is Archer MSA the same as HSA?

Archer MSA - Archer MSAs were the program that came before HSAs. MSAs are only available to self-employed individuals or people who are employed by a company with 50 or fewer employees. Like with an HSA, you need to be enrolled in a HDHP to be eligible.

What is a 5498 tax form used for?

The information on Form 5498 is submitted to the IRS by the trustee or issuer of your individual retirement arrangement (IRA) to report contributions, including any catch-up contributions, rollovers, repayments, required minimum distributions (RMDs), and the fair market value (FMV) of the account.

What is the difference between a 1099 and 5498?

Form 1099 is used to report distributions and associated tax withholdings, while Form 5498 reports contributions, rollovers, FMVs, and RMDs. Both serve different purposes but are essential for accurate tax reporting. If you take a distribution and make contributions in the same year, you will likely receive both forms.

What is a 5498-SA form for HSA?

The purpose of Form 5498-SA is to report how much money is contributed to an HSA, Archer MSA or MA MSA over the course of a tax year. In the case of HSAs and Archer MSAs, the tax year extends to April 15 of the following year.

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Do I need to report form 5498 on my tax return?

You arent required to do anything with Form 5498 because its for informational purposes only. Please be sure to keep this form for your records as youll need this information to calculate your taxable income when you decide to take distributions from your IRA.