1099 sa-2025

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The document is a Form 1099-SA, used to report distributions from Health Savings Accounts (HSA), Archer Medical Savings Accounts (MSA), or Medicare Advantage MSAs. It includes details such as gross distribution amounts, earnings on excess contributions, distribution codes, and fair market value at the date of death. The form provides instructions for recipients on how to report these distributions on their tax returns and outlines the tax implications of using the funds for qualified medical expenses.

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Click 'Get Form' to open it in the editor.
Begin by entering the Trustee's/Payer’s name, address, and contact information in the designated fields. Ensure accuracy as this information is crucial for IRS records.
Fill in the Payer’s TIN and Recipient’s TIN. This identification is essential for tax reporting purposes.
Input the Recipient’s name and address, including any apartment number if applicable.
In Box 1, enter the Gross distribution amount received during the year. In Box 2, provide any earnings on excess contributions withdrawn.
Select the appropriate Distribution code in Box 3 based on your situation (e.g., normal distribution or excess contributions).
If applicable, fill in Box 4 with the Fair Market Value (FMV) on the date of death.
Indicate the type of account in Box 5 (HSA, Archer MSA, or MA MSA).
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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (185 Votes)
2018	4.2 Satisfied (85 Votes)
2017	4.3 Satisfied (226 Votes)
2016	4.3 Satisfied (143 Votes)
2015	4 Satisfied (59 Votes)
2014	4.2 Satisfied (58 Votes)
2013	4.3 Satisfied (42 Votes)
2012	4.3 Satisfied (27 Votes)
2011	4.3 Satisfied (62 Votes)
2010	4 Satisfied (26 Votes)

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What is 1099-SA for?

Form 1099-SA reports distributions from Health Savings Accounts (HSA) and Medical Savings Accounts (MSA), detailing whether withdrawals are taxable or qualified medical expenses. Understanding how to report these distributions correctly ensures accurate tax filing and helps avoid unexpected tax liabilities.

Do I need to do anything with 1099-SA?

If you have an HSA, you must include information from two IRS forms Form 1099-SA and Form 8889 on your 1040 tax form. Form 1099-SA reports the total distributions (withdrawals) from your HSA account during the taxable year. Form 8889 reports all contributions made to your account.

Do I report 1099-SA on my tax return?

IRS Requirements If you have an HSA, you must include information from two IRS forms Form 1099-SA and Form 8889 on your 1040 tax form. Form 1099-SA reports the total distributions (withdrawals) from your HSA account during the taxable year. Form 8889 reports all contributions made to your account.

Why am I getting a 1099-SA for my HSA?

The 1099-SA is used to report any distribution of funds from your HSA during the prior year. 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.

What happens if I dont file my 1099-SA?

The penalties for not filing IRS Form 1099-SA are as follows: $50 per form if you file within 30 days of the due date (maximum penalty of $565,000 per year) $110 per form if you file more than 30 days after the due date but before August 1st (maximum penalty of $1,696,000 per year)

1099 sa

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How do I obtain my 1099-SA?

Where Can I Get Form 1099-SA? The financial institution that manages the account is responsible for sending you a copy of Form 1099-SA. If you havent received one and believe you should have, contact the financial institution.