Form preview

Get the free 2004 Form 5498-SA. HSA, Archer, Medicare&Choice MSA Information - irs

Get Form
2727 VOID CORRECTED 1 Employee or self-employed person's Archer MSA contributions made in 2004 and 2005 for 2004 OMB No. 1545-1518 TRUSTEE'S name, street address, city, state, and ZIP code $2 Total
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 2004 form 5498-sa hsa

Edit
Edit your 2004 form 5498-sa hsa form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your 2004 form 5498-sa hsa form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing 2004 form 5498-sa hsa online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit 2004 form 5498-sa hsa. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
It's easier to work with documents with pdfFiller than you could have believed. Sign up for a free account to view.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out 2004 form 5498-sa hsa

Illustration

How to fill out 2004 form 5498-sa hsa:

01
To start filling out the form, gather all the necessary information such as your name, social security number, and address.
02
Next, provide the details about your health savings account (HSA), such as the HSA trustee or custodian's name, address, and employer identification number (EIN).
03
You will also need to enter the fair market value of your HSA on December 31, 2003.
04
If any contributions have been made to your HSA in 2003, report the total amount contributed.
05
If there were any excess contributions for 2003, fill in the necessary information regarding the excess contributions and any corrective distributions made to fix the excess amount.
06
Report any contributions made to your HSA by the employer, including both employer and employee contributions.
07
Lastly, fill in any additional required details, sign and date the form, and send it to the appropriate IRS address.

Who needs 2004 form 5498-sa hsa:

01
Individuals who have a health savings account (HSA) need to file the 2004 form 5498-sa to report the contributions made to the HSA in the previous year.
02
Employers who made contributions to their employees' HSAs during 2003 also need to file this form to report those contributions.
03
Financial institutions or trustees that serve as custodians of HSAs are required to provide this form to HSA holders to help them in reporting contributions accurately to the IRS.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.5
Satisfied
41 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Using pdfFiller with Google Docs allows you to create, amend, and sign documents straight from your Google Drive. The add-on turns your 2004 form 5498-sa hsa into a dynamic fillable form that you can manage and eSign from anywhere.
pdfFiller has made it simple to fill out and eSign 2004 form 5498-sa hsa. The application has capabilities that allow you to modify and rearrange PDF content, add fillable fields, and eSign the document. Begin a free trial to discover all of the features of pdfFiller, the best document editing solution.
As a PDF editor and form builder, pdfFiller has a lot of features. It also has a powerful e-signature tool that you can add to your Chrome browser. With our extension, you can type, draw, or take a picture of your signature with your webcam to make your legally-binding eSignature. Choose how you want to sign your 2004 form 5498-sa hsa and you'll be done in minutes.
Form 5498-SA HSA Archer is a tax form used to report contributions made to a Health Savings Account (HSA) that is supported by an Archer Medical Savings Account (MSA).
Financial institutions, such as banks and mutual fund companies, are responsible for filing Form 5498-SA HSA Archer to report contributions made to HSAs supported by Archer MSAs.
To fill out Form 5498-SA HSA Archer, financial institutions must provide details of contributions made to HSAs supported by Archer MSAs. This includes the account holder's information, contribution amounts, and any rollovers or transfers.
The purpose of Form 5498-SA HSA Archer is to provide the IRS with information about contributions made to HSAs supported by Archer MSAs. It helps ensure that individuals are complying with the tax rules related to these accounts.
Form 5498-SA HSA Archer requires reporting of the account holder's name, address, and Social Security number. It also includes information about contributions made to the HSA, as well as any rollovers or transfers.
Fill out your 2004 form 5498-sa hsa online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.