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Do Not StapleForm69691096OMB No. 15450108Annual Summary and Transmittal of
U.S. Information ReturnsDepartment of the Treasury
Internal Revenue Service2017FILER\'S backstreet address (including room
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How to fill out 1099-sa
How to fill out 1099-sa
01
To fill out 1099-SA, follow these steps:
02
Obtain the form: You can download the form from the IRS website or request a copy by mail.
03
Fill in your information: Provide your name, address, and social security number on the designated sections of the form.
04
Enter the recipient's information: Fill in the name, address, and social security number of the person who received the distribution.
05
Report distributions: In Box 1, enter the total amount distributed to the recipient during the tax year.
06
Indicate the type of distribution: Check the appropriate box or boxes in Box 2 to specify the type of distribution(s) made.
07
Additional information: If necessary, include any additional information or explanations in Box 3.
08
Sign and file: Sign and date the form, then keep a copy for your records and send the form to the IRS.
Who needs 1099-sa?
01
SA is needed by individuals or organizations that made distributions from an HSA (Health Savings Account), Archer MSA (Archer Medical Savings Account), or Medicare Advantage MSA (Medicare Advantage Medical Savings Account).
02
Additionally, if you are the recipient of the distribution, you may need 1099-SA for tax reporting purposes.
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What is 1099-sa?
1099-SA is a tax form used to report distributions made from a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA.
Who is required to file 1099-sa?
Health insurance companies, trustees, and custodians that manage HSA, Archer MSA, or Medicare Advantage MSA are required to file 1099-SA forms.
How to fill out 1099-sa?
To fill out 1099-SA, you will need to provide the recipient's name, address, SSN or TIN, distribution amount, and code indicating the type of distribution.
What is the purpose of 1099-sa?
The purpose of 1099-SA is to report distributions from a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA to the IRS.
What information must be reported on 1099-sa?
You must report the recipient's name, address, SSN or TIN, distribution amount, and distribution code on 1099-SA.
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