2015 Instructions for Forms 1099-SA and 5498-SA Instructions for Forms 1099-SA and 5498-SA, Distribu: Fill out & sign online

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

Form 5498-SA is for informational purposes only; you do not need to file it with your tax return. The W-2 you receive from your employer in January should match Form 5498-SA unless you made contributions outside of your employer or between January 1, 2023, and April 18, 2023, for the 2022 tax year.

What is a 5498-SA tax form used for?

Form 5498-SA reports your annual contributions to these tax-free accounts that you use to pay for medical expenses. Contributions to similar accounts, such as Archer Medical Savings Accounts and Medicare Advantage MSAs will also warrant a Form 5498-SA. This form must be mailed to participants and the IRS by May 31.

What is the difference between a 1099-SA and a 5498-SA?

What is the difference between Form 1099-SA and Form 5498-SA? Form 1099-SA reports distributions from an HSA, Archer MSA or MA MSA, whereas Form 5498-SA reports contributions to any of those accounts.

What is a 5498-SA form used for?

TurboTax Tip: If you have a health savings account, commonly known as an HSA, you may receive a Form 5498-SA. It reports your annual contributions to these tax-free accounts that you use to pay for medical expenses. This form must be mailed to participants and the IRS by May 31.

What is a 1099-SA distribution?

A 1099-SA is a U.S. tax form that reports distributions made from a health savings account (HSA), Archer medical savings account (Archer MSA), or Medicare Advantage medical savings account (MA MSA). Its purpose is to show you (and the Internal Revenue Service) how much money you spent from your account.

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Do I need form 5498-SA for my taxes?

Form 5498-SA is not required in order to file a tax return.

Why did I get a 5498-SA and not 1099-SA?

The IRS Form 1099-SA is used for reporting HSA distributions; the IRS Form 5498-SA is used for reporting contributions. If you did not have contributions during the year, then you will not see the IRS Form 5498-SA.

Who must file form 5498-SA?

If you are the trustee or custodian of a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA (MA MSA) file Form 5498-SA for each person for whom you maintained an HSA, Archer MSA, or MA MSA. A separate form is required for each type of plan.

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