Get the free FORM 5498-SA, PAGE 1 OF 6 (Page 2 is blank)

Caution: DRAFT FORM This is an advance proof copy of an IRS tax form. It is subject to change and OMB approval before it is officially released. You can check the scheduled release date on our website

How to fill out form 5498-sa page 1

How to fill out form 5498-sa page 1

1. Read the instructions on form 5498-SA page 1 carefully to understand the requirements.
2. Gather all the necessary information and documents needed to fill out the form.
3. Start by providing your personal information such as your name, address, and social security number.
4. Next, fill out the section that requires information about your HSA or Archer MSA trustee or custodian.
5. Provide the account number and the Fair Market Value (FMV) of your HSA or Archer MSA as of December 31st of the tax year.
6. If you had any contributions made by or for you, report them in the appropriate section.
7. If you had any distributions from your HSA or Archer MSA, report them in the respective section.
8. Complete any additional sections or questions that apply to your situation.
9. Double-check all the information provided and make sure it is accurate and complete.
10. Sign and date the form before submitting it to the IRS.

Who needs form 5498-sa page 1?

1. Anyone who has a Health Savings Account (HSA) or an Archer MSA needs to fill out form 5498-SA page 1.
2. This form is used to report contributions, distributions, and the Fair Market Value (FMV) of your HSA or Archer MSA.
3. It is also used by the IRS to track and ensure compliance with the tax rules related to these accounts.
4. If you have made or received any contributions or distributions from your HSA or Archer MSA during the tax year, you will need to fill out this form.

For pdfFiller’s FAQs

How do I edit form 5498-sa page 1 online?

pdfFiller not only lets you change the content of your files, but you can also change the number and order of pages. Upload your form 5498-sa page 1 to the editor and make any changes in a few clicks. The editor lets you black out, type, and erase text in PDFs. You can also add images, sticky notes, and text boxes, as well as many other things.

Can I create an electronic signature for the form 5498-sa page 1 in Chrome?

Yes. You can use pdfFiller to sign documents and use all of the features of the PDF editor in one place if you add this solution to Chrome. In order to use the extension, you can draw or write an electronic signature. You can also upload a picture of your handwritten signature. There is no need to worry about how long it takes to sign your form 5498-sa page 1.

Can I edit form 5498-sa page 1 on an Android device?

You can. With the pdfFiller Android app, you can edit, sign, and distribute form 5498-sa page 1 from anywhere with an internet connection. Take use of the app's mobile capabilities.