Instructions for Forms 1099-SA and 5498-SA - Internal ...-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by reviewing the general instructions provided for Forms 1099-SA and 5498-SA. This will give you an overview of who must file, when to file, and other essential details.
3. Fill out Form 1099-SA by entering the gross distribution amount in Box 1. Ensure that you do not report negative amounts or excess contributions as distributions.
4. In Box 2, report any earnings on excess contributions if applicable. Use the appropriate distribution code in Box 3 to indicate the type of distribution.
5. For Form 5498-SA, enter total contributions made during the year in Box 2 and ensure to include any rollover contributions in Box 4.
6. Review all entries for accuracy before saving your completed forms. Utilize our platform's features to sign and distribute your forms electronically.

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