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

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Page 4 of 6 of Form 5498SA 3 The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing. Instructions to Participant Note: Reference to

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How to fill out 2004 form 5498-sa hsa

01

Step 1: Obtain a copy of the 2004 form 5498-SA HSA from the IRS website or request it by mail.

02

Step 2: Read the instructions carefully to understand the purpose and requirements of the form.

03

Step 3: Fill in your personal information, including your name, Social Security number, and address.

04

Step 4: Provide details about your health savings account (HSA), such as the HSA trustee or custodian's name and address.

05

Step 5: Report any contributions made to your HSA during the tax year in the appropriate section.

06

Step 6: Indicate any rollovers or transfers made to your HSA, if applicable.

07

Step 7: Include any contributions made by your employer on your behalf.

08

Step 8: Calculate and report any excess contributions or excess employer contributions.

09

Step 9: Complete any other relevant sections or schedules as instructed.

10

Step 10: Double-check all the information provided and ensure accuracy.

11

Step 11: Sign and date the form.

12

Step 12: Keep a copy of the completed form for your records.

Who needs 2004 form 5498-sa hsa?

01

Individuals who have contributed to a health savings account (HSA) in the tax year 2004 need to use the 2004 form 5498-SA HSA.

02

Employers who have made contributions to their employees' HSAs in 2004 are also required to report this information using the same form.

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What is form 5498-sa hsa archer?

Form 5498-SA is used by HSA trustees and custodians to report contributions to Archer MSAs and contributions, distributions, transfers, and recharacterizations, from HSAs.

Who is required to file form 5498-sa hsa archer?

HSA trustees and custodians are required to file Form 5498-SA.

How to fill out form 5498-sa hsa archer?

Form 5498-SA should be completed with accurate information regarding contributions, distributions, transfers, and recharacterizations from HSAs.

What is the purpose of form 5498-sa hsa archer?

The purpose of Form 5498-SA is to report contributions to Archer MSAs and HSAs.

What information must be reported on form 5498-sa hsa archer?

Information regarding contributions, distributions, transfers, and recharacterizations from HSAs must be reported on Form 5498-SA.

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