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Sgm Instructions for Forms 1099-SA and 5498-SA Draft Ok to Print Init. date 8 40 - 22-JAN-2009 The type and rule above prints on all proofs including departmental reproduction proofs. Correct any filed Form 1099-SA with the IRS and the account beneficiary as soon as you become aware of the error. See Corrected Returns on Paper Forms in the 2009 General Instructions for Forms 1099 1098 3921 3922 5498 and W-2G for more information. Distributions ...

How to fill out 2009 1099 sa form

How to fill out 2009 1099 SA form:

1. Gather all necessary information such as taxpayer identification number (TIN), name, and address of the recipient of the form.
2. Enter the correct tax year and the date the form is being filled out.
3. Report the total amount of distributions made to the recipient in Box 1.
4. If applicable, report any federal income tax withheld in Box 2.
5. Determine if the distributions qualify as qualified medical expenses and report the amount in Box 3.
6. If there were any reimbursements from the HSA, report the amount in Box 4.
7. Fill out the recipient's identification information in Box 5, including their name, address, and TIN.
8. If the recipient is a deceased individual and the account is now maintained by a survivor or estate, check the box in Box 6.
9. If the recipient has distributed any amounts from their HSA to contribute to an Archer MSA, report the amount in Box 7.
10. If the recipient has excess contributions that were included in income in a prior year, report the amount in Box 8.
11. If the HSA is deemed to be non-qualified due to not being established with a high-deductible health plan, check the box in Box 9.
12. Report any distributions made to the recipient from an HSA, MSA, or an MA MSA in Box 10.
13. If the recipient received a refund of excess contributions, report the amount in Box 11.
14. Enter the name and address of the payer of the form in Box 12.
15. Sign and date the form before submitting it to the IRS.

Who needs 2009 1099 SA form:

1. Individuals or entities who made distributions from a Health Savings Account (HSA), Archer Medical Savings Account (MSA), or Medicare Advantage Medical Savings Account (MA MSA) from January 1 to December 31, 2009.
2. Financial institutions or persons responsible for administering the distributions from these accounts.
3. Recipients of the distributions who may need to report the amounts for tax purposes or to track their qualified medical expenses.

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What is 1099 sa form?

The 1099 SA form is a tax form used to report distributions from Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), or Medicare Advantage Medical Savings Accounts (MSAs).

Who is required to file 1099 sa form?

Health insurance providers or administrators of the above-mentioned accounts are required to file the 1099 SA form if any distributions were made during the tax year.

How to fill out 1099 sa form?

To fill out the 1099 SA form, you will need to provide the payer's information, the recipient's information, and details about the distributions made from the account. The form can be filled out manually or electronically.

What is the purpose of 1099 sa form?

The purpose of the 1099 SA form is to report distributions from Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), or Medicare Advantage Medical Savings Accounts (MSAs) to ensure accurate tax reporting.

What information must be reported on 1099 sa form?

The 1099 SA form requires reporting of the payer's information, recipient's information, account number, distribution type, distribution amount, and any other relevant details.