Get the free 2016 Form 5498-SA. HSA, Archer MSA, or Medicare Advantage MSA Information
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2727 VOID CORRECTED TRUSTEES name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number 1 Employee or self-employed persons Archer MSA contributions
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How to fill out 2016 form 5498-sa hsa
How to fill out 2016 form 5498-sa hsa
01
First, gather all the necessary documents such as your HSA contributions and distributions statements, as well as any additional supporting documents.
02
Carefully review the instructions provided with the form 5498-SA.
03
Start filling out the form by entering your personal information, including your name, address, and social security number.
04
Next, provide information about your HSA custodian, including their name, address, and employer identification number.
05
Enter the total contributions made to your HSA for the tax year in the designated section.
06
Report any distributions made from your HSA during the year, including any qualified medical expenses that were paid directly from your HSA.
07
Indicate whether any excess contributions were withdrawn and if you are rolling over funds from another HSA.
08
Make sure to double-check all the information entered and ensure it is accurate.
09
Sign and date the form before submitting it.
10
Retain a copy of the filled-out form for your records.
Who needs 2016 form 5498-sa hsa?
01
Individuals who have a Health Savings Account (HSA) and made contributions or received distributions from their HSA during the 2016 tax year need to fill out Form 5498-SA.
02
HSA custodians or trustees also need to file this form to report contributions, rollovers, and regular distributions made to HSA beneficiaries.
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What is form 5498-sa hsa archer?
Form 5498-SA is used to report HSA contributions, distributions, and fair market value.
Who is required to file form 5498-sa hsa archer?
Financial institutions that serve as HSA trustees must file Form 5498-SA.
How to fill out form 5498-sa hsa archer?
Form 5498-SA must be filled out with accurate information regarding HSA contributions, distributions, and fair market value.
What is the purpose of form 5498-sa hsa archer?
The purpose of Form 5498-SA is to report HSA activity to the IRS and the account holder.
What information must be reported on form 5498-sa hsa archer?
Form 5498-SA must report HSA contributions, distributions, and fair market value.
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