2023 Form 5498-SA-2025

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The document is a Form 5498-SA, which is used to report contributions made to Health Savings Accounts (HSA), Archer Medical Savings Accounts (MSA), or Medicare Advantage MSAs for the tax year 2023. 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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Begin by entering the trustee's name, address, and contact information in the designated fields. Ensure accuracy as this information is crucial for IRS records.
In Box 1, input the contributions made to your Archer MSA for 2023 and through April 15, 2024. This amount may be deductible on your tax return.
Fill out Box 2 with the total contributions made in 2023 to your HSA or Archer MSA. This includes any qualified funding distributions from an IRA.
Complete Box 3 with total HSA or Archer MSA contributions made in 2024 for the year 2023.
If applicable, enter any rollover contributions in Box 4. This should reflect transfers from other accounts.
In Box 5, indicate the fair market value of your account at the end of 2023.
Finally, review all entries for accuracy before saving. You can print, download, and share the completed form directly from our platform.

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Versions	Form popularity	Fillable & printable
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)
2017	4.2 Satisfied (40 Votes)
2016	4.3 Satisfied (244 Votes)

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

Where can I find 2023 tax forms online?

Get the current filing years forms, instructions, and publications for free from the IRS. Download them from IRS.gov. Order online and have them delivered by U.S. mail. Order by phone at 1-800-TAX-FORM (1-800-829-3676)

Is form 5498 needed for filing taxes?

No. 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.

What if I did not receive a form 5498?

Why did I not receive a 5498? You will not receive a 5498 form if you did not make any contributions to your IRA for the tax year, if you do not have an IRA or if we have an incorrect mailing address on file for your annuity contract. Click here to download a form to change your address of record.

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

The trustee of your HSA, Archer MSA, or MA MSA may provide other information about your account on this form. Note: Dont attach Form 5498-SA to your income tax return. Instead, keep it for your records. Future developments.