Instructions for Forms 1099-SA and 5498-SA - Internal ...-2025

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The document provides detailed instructions for completing Forms 1099-SA and 5498-SA, which report distributions from Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), and Medicare Advantage MSAs. It outlines filing requirements, reporting procedures for various types of distributions, including mistaken distributions and those related to the death of account holders, as well as guidelines for electronic filing and recipient statements. The document emphasizes the importance of using the latest IRS resources for updates and compliance.

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Where does Form 1099-SA go on a tax return?

The amount in Box 3 on your 1099-SA will appear as other income on your 1040 tax form. If you use software to file your taxes, it should populate the forms automatically. The Box 3 amount also needs to be listed in Box 15 on your Form 8889 return. Download IRS instructions for Form 1099-SA.

Do I have to report 1099-SA on my tax return?

The financial institution managing the account files Copy A with the IRS, sends you Copy B, and retains Copy C. You should receive Form 1099-SA in the mail. You do not need to submit it when you file your tax return, but you should hold onto it for your records.

Does form 5498-SA need to be reported?

Note: Do not attach Form 5498-SA to your income tax return. Instead, keep it for your records. Generally, contributions you make to your Fidelity HSA are made on a pretax basis via payroll deduction and are not deductible. Any contributions you make on an after-tax basisvia check, for exampleare tax deductible.

Where do I enter form 5498 on my tax return?

Do I have to attach Form 5498 to my income tax return? No. You arent required to do anything with Form 5498 because its for informational purposes only.

What if I got a 1099-SA and a 5498-SA?

Form 1099-SA tells you the total distributions or payments that were made from your HSA. Form 5498-SA summarizes the contributions or deposits you made to your HSA in a particular tax year. You can also find your contribution information on your December HSA statement.

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Where do I enter 5498-SA in TurboTax?

No, you dont need to enter Form 5498-SA into TurboTax. The 5498-SA reports contributions to: Health Savings Accounts (HSA)

Where do I put form 5498-SA on my tax return?

Where does Form 5498-SA go on a tax return? Participants of an HSA, Archer MSA or MA MSA do not have to file Form 5498-SA with their individual income tax return. However, if distributions from any of these accounts were taxable, they should be noted on Schedule 1 of Form 1040, Part I, line 8e.

Instructions for Forms 1099-SA and 5498-SA - Internal ...-2025

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Where does Form 1099-SA go on a tax return?

Do I have to report 1099-SA on my tax return?

Does form 5498-SA need to be reported?

Where do I enter form 5498 on my tax return?

What if I got a 1099-SA and a 5498-SA?

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Where do I enter 5498-SA in TurboTax?

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