HSA Tax Form: A Guide to IRS Form 1099-SA-2025

Show details

4.1 out of 5

20 votes

The document provides detailed instructions for completing Forms 1099-SA and 5498-SA, which are used to 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 general instructions.

Here's how it works

01. Edit your instructions 1099 sa online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send what is a 1099 sa via email, link, or fax. You can also download it, export it or print it out.

The best way to modify HSA Tax Form: A Guide to IRS Form 1099-SA online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making changes to your documentation requires only a few simple clicks. Follow these quick steps to modify the PDF HSA Tax Form: A Guide to IRS Form 1099-SA online free of charge:

Register and log in to your account. Sign in to the editor with your credentials or click on Create free account to examine the tool’s functionality.
Add the HSA Tax Form: A Guide to IRS Form 1099-SA for redacting. Click on the New Document option above, then drag and drop the sample to the upload area, import it from the cloud, or via a link.
Alter your template. Make any changes needed: insert text and photos to your HSA Tax Form: A Guide to IRS Form 1099-SA, highlight details that matter, erase parts of content and substitute them with new ones, and add icons, checkmarks, and areas for filling out.
Complete redacting the template. Save the modified document on your device, export it to the cloud, print it right from the editor, or share it with all the parties involved.

Our editor is super easy to use and effective. Give it a try now!

See more HSA Tax Form: A Guide to IRS Form 1099-SA versions

We've got more versions of the HSA Tax Form: A Guide to IRS Form 1099-SA form. Select the right HSA Tax Form: A Guide to IRS Form 1099-SA version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.1 Satisfied (20 Votes)
2022	4.8 Satisfied (237 Votes)
2015	4.1 Satisfied (35 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I report HSA distributions on my tax return?

You must report distributions from your HSA on IRS Form 8889. You will receive a separate 1099-SA for each type of distribution made during the tax year. The five distribution types are 1) normal; 2) excess contribution removal; 3) death; 4) disability; and 5) prohibited transaction.

Do I get a 1099-SA for my HSA account?

Youll get Form 1099-SA if you used funds in your Health Savings Account (HSA) or a Medical Savings Account (MSA) to pay for health care expenses.

Can I find my 1099-SA online?

The 1099-SA shows distributions, and the 5498-SA shows contributions. Both documents will be available in your online account by mid-February. You can save and print the documents when you view them in your online account.

Will a 1099-SA affect my tax return?

However, if your 1099-SA indicates you did not use the distribution for qualified medical expenses, you will pay income tax on the portion you used for nonqualified expenses. You report the taxable amount on the other income line of your tax return and write HSA beside it.

Where does 1099s go on tax return?

If Form 1099-S was for the sale of business or rental property, then its reportable on Form 4797 Sales of Business Property and Schedule D.

whats a 1099 sa

Hsa tax form a guide to irs form 1099 sa 2021 how do i get my 1099-sa form Hsa tax form a guide to irs form 1099 sa online how do i get my 1099-sa online 1099-sa distribution codes 1099-sa distribution code 1 what do i do with form 5498-sa on my taxes Form 8889

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

Where do I enter 1099-SA on my tax return?

Information from Form 1099-SA is reported on either Form 8853 or Form 8889. Unused distributions from an HSA must be reported as income.

Where do I report Form 1099-SA on my tax return?

Form 1099-SA form is sent to individual taxpayers who receive distributions from health savings, medical savings, and Medicare Advantage accounts. Information from Form 1099-SA is reported on either Form 8853 or Form 8889. Unused distributions from an HSA must be reported as income.

How does a 1099-SA affect my taxes?

Form 1099-SA reports distributions from health savings accounts and medical savings accounts. Withdrawals from these accounts are tax-free if used for qualified expenses. Nonqualified expenses are subject to income tax plus additional tax.

HSA Tax Form: A Guide to IRS Form 1099-SA-2025

Here's how it works

The best way to modify HSA Tax Form: A Guide to IRS Form 1099-SA online

See more HSA Tax Form: A Guide to IRS Form 1099-SA versions

Complete this form in 5 minutes or less

Got questions?

How do I report HSA distributions on my tax return?

Do I get a 1099-SA for my HSA account?

Can I find my 1099-SA online?

Will a 1099-SA affect my tax return?

Where does 1099s go on tax return?

Complete this form in 5 minutes or less

People also ask

Where do I enter 1099-SA on my tax return?

Where do I report Form 1099-SA on my tax return?

How does a 1099-SA affect my taxes?

Related links

Try more PDF tools