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How to fill out 2004 form 5498-sa

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How to fill out 2004 form 5498-sa:

01
Start by entering your personal information in the designated fields on the form. This includes your name, address, and social security number.
02
Next, indicate the type of account for which the form is being filed. This could be an HSA (Health Savings Account), Archer MSA (Medical Savings Account), or Medicare Advantage MSA.
03
Provide the account trustee's name and address. This is the financial institution or organization managing your account.
04
Enter the account number and the total contributions made to the account for the year 2004. Be sure to double-check this information for accuracy.
05
If any rollovers or transfers were made during the year, report them by filling out the appropriate sections on the form. Include the amount and details of the transfer.
06
Indicate if there were any excess contributions made during the year and whether they were corrected.
07
If you made any qualified HSA funding distributions, report the amount on the form.
08
Finally, sign and date the form before submitting it to the IRS.

Who needs 2004 form 5498-sa:

01
Individuals who have a Health Savings Account (HSA) and made contributions to it during the year 2004 need to fill out form 5498-sa.
02
Those who have an Archer MSA or a Medicare Advantage MSA and made contributions to these accounts in 2004 also need to report their contributions on this form.
03
It is important to note that individuals who did not have any activity or contributions in these types of accounts in 2004 may not need to file form 5498-sa. However, it is always best to consult with a tax professional or refer to IRS guidelines to determine if this form is required in your specific situation.
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Form 5498-SA is used to report contributions to a Health Savings Account (HSA).
Financial institutions and employers are required to file Form 5498-SA.
Form 5498-SA should be filled out with accurate information regarding HSA contributions.
The purpose of Form 5498-SA is to report contributions made to an HSA account.
Information regarding HSA contributions, account holder details, and financial institution details.
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