Get the free 1099-SA

Attention: This form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. Do not file copy A downloaded from this website. The official printed version

How to fill out 1099-sa

How to fill out 1099-SA:

1. Gather necessary information: Before filling out the form, make sure you have all the required information on hand. This includes the recipient's name, address, Social Security number, and the amount distributed from their HSA or Archer MSA.
2. Obtain the form: You can access the 1099-SA form from the official IRS website or through tax preparation software. Make sure you have the latest version of the form to avoid any errors.
3. Fill out the payer information: At the top of the form, provide your name, address, and federal identification number. If you are a third-party preparer, also include your preparer information.
4. Enter recipient information: Fill in the recipient's name, address, and Social Security number in the designated fields. Ensure that the information is accurate and matches the individual's official records.
5. Report distribution amounts: Box 1 should reflect the total amount distributed from the HSA or Archer MSA during the tax year. Double-check the accuracy of this figure to avoid any discrepancies.
6. Indicate the type of account: Check the appropriate box in Box 2 to indicate if the distribution was from an HSA or Archer MSA.
7. Complete other boxes (if applicable): Depending on the specific circumstances, you may need to enter information in Boxes 3-5. These boxes are used to provide additional information, such as reporting excess contributions, correcting previous distributions, or indicating death of the account holder.
8. Review and submit: Once you have filled out all the relevant sections accurately, review the form for any errors or omissions. Make sure you have signed and dated the form before submitting it to the IRS and providing a copy to the recipient.

Who needs 1099-SA:

1. Individuals with HSA distributions: Any individual who received distributions from a Health Savings Account (HSA) during the tax year will generally need a 1099-SA form. This includes distributions for qualified medical expenses or any non-qualified withdrawals.
2. Individuals with Archer MSA distributions: Individuals who received distributions from an Archer Medical Savings Account (MSA) will also require a 1099-SA. Similar to HSAs, this includes distributions for qualified medical expenses or non-qualified withdrawals.
3. Payers and third-party preparers: Payers and third-party preparers who distributed funds from an HSA or Archer MSA to a recipient must provide them with a 1099-SA form. They are responsible for reporting the distribution amounts accurately and submitting the form to the IRS.

It is important to note that specific rules and regulations regarding who needs a 1099-SA may vary. Consult the official IRS guidelines or a tax professional to determine your specific obligations and requirements.

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