Get the free 2014 Form 1099-SA. Distributions From an HSA, Archer MSA, or Medicare Advantage MSA ...

Attention: This form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. Do not file copy A downloaded from this website. The official printed version

How to fill out 2014 form 1099-sa distributions

How to fill out 2014 form 1099-sa distributions:

1. Gather all the necessary information: Before you start filling out the form, make sure you have all the required information at hand. This includes the payer's name, address, and employer identification number (EIN), as well as the recipient's name, address, and taxpayer identification number (TIN).
2. Complete the top portion of the form: In the top left corner, enter your name, address, and TIN as the payer. In the top right corner, provide the recipient's name, address, and TIN.
3. Identify the type of distribution: In box 1, indicate the type of distribution that is being reported. This could include medical care reimbursements, health savings account (HSA) withdrawals, or long-term care reimbursements.
4. Report the total distribution amount: Enter the total amount of the distribution in box 2. This should be the sum of all distributions made during the tax year.
5. Indicate any taxable amount: If any portion of the distribution is taxable, enter that amount in box 3. However, if the distribution is fully tax-free, you can leave this box blank.
6. Report any direct rollovers: If the distribution includes a direct rollover to another HSA or Archer MSA, you need to enter the distribution amount in box 4. If there were no direct rollovers, you can leave this box blank.
7. Enter any excess contributions: If the recipient made excess contributions to their HSA or Archer MSA that were withdrawn during the tax year, enter the total distribution amount in box 5. If there were no excess contributions, you can leave this box blank.
8. Complete the state information: If the distribution is subject to state income tax, you may need to provide additional information in boxes 13-15. Check the instructions for form 1099-SA to determine if this applies to your situation.
9. Retain a copy for your records: Once the form is completed, make sure to retain a copy for your records. You may also need to provide a copy to the recipient for their tax reporting purposes.

Who needs 2014 form 1099-SA distributions:

1. Health insurance providers: Health insurance providers who made distributions from a health savings account (HSA) or an Archer medical savings account (MSA) during the tax year may be required to report these distributions using form 1099-SA.
2. Recipients of HSA or Archer MSA distributions: Individuals who received distributions from an HSA or Archer MSA during the tax year may also need to report these distributions on their tax return. The 2014 form 1099-SA can serve as a record of the distributions they received.
3. Tax preparers: Tax preparers who assist individuals or businesses in filing their tax returns may also need to have access to the 2014 form 1099-SA to accurately report any HSA or Archer MSA distributions made during the tax year.

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