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Do Not Staple Form 6969 1096 OMB No. 15450108 Annual Summary and Transmittal of U.S. Information Returns Department of the Treasury Internal Revenue Service 2014 FILER IS name Street address (including
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How to fill out 1099-sa
How to fill out 1099-sa
01
To fill out Form 1099-SA, follow these steps:
02
Obtain a copy of the official Form 1099-SA from the Internal Revenue Service (IRS) website.
03
Gather the necessary information, including the payer's name, address, and taxpayer identification number (TIN), as well as your own identifying details.
04
Identify the type of distribution received, whether it is a normal distribution, excess contribution, recharacterized contribution, or other.
05
Enter the total distribution amount in Box 1.
06
Complete Box 2 if any of the distribution is attributable to earnings and Box 3 if there is an excess contribution.
07
Indicate whether the recipient has a health savings account (HSA) or an Archer medical savings account (MSA) by checking the applicable box.
08
Provide any additional information required in Box 4, if applicable.
09
Sign and date the form.
10
Retain a copy of the completed Form 1099-SA for your records.
11
Submit the original copy to the IRS according to their instructions.
12
Remember to consult with a tax professional or refer to the IRS guidelines for any specific questions or concerns.
Who needs 1099-sa?
01
Individuals who receive distributions from a health savings account (HSA) or an Archer medical savings account (MSA) may need a Form 1099-SA.
02
Health savings accounts allow individuals to save for medical expenses and offer tax advantages. If you received a distribution from an HSA or MSA during the tax year, you may need to report it using Form 1099-SA.
03
Additionally, financial institutions and insurance companies that administer HSAs or MSAs are required to provide Form 1099-SA to their account holders.
04
It is important to consult with a tax professional or review the IRS guidelines to determine if you specifically need to file Form 1099-SA.
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