Get the free Form 5498-SA - Internal Revenue Service
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2017
WELCOME
TO
CATHOLIC ACADEMY
OF
NIAGARA FALLS
HOMESCHOOL ASSOCIATION
2018CATHOLIC ACADEMY OF NIAGARA FALLS
HOME SCHOOL ASSOCIATION
What is the Home school Association?
The Home school Association
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How to fill out form 5498-sa - internal
How to fill out form 5498-sa - internal
01
To fill out form 5498-sa, follow these steps:
02
Start by entering your personal information such as your name, address, and social security number in the appropriate fields.
03
Next, provide details about your health savings account (HSA) contributions, including the contribution amount and the type of contribution (e.g., cash, direct transfer, rollover, etc.).
04
Indicate if you made any excess contributions and if so, report the excess amount and the applicable tax year.
05
If you received any distributions from your HSA, report them accurately by providing the distribution amount and the distribution code. Also, mention the applicable tax year for each distribution.
06
If you are claiming a rollover contribution, provide details about the financial institution from which the funds were rolled over and the rollover amount.
07
Finally, review the information you have entered to ensure its accuracy and sign the form before submitting it.
08
Note: It is advisable to consult with a tax professional or refer to the IRS instructions for form 5498-sa for more specific guidance on filling out the form.
Who needs form 5498-sa - internal?
01
Form 5498-sa is needed by individuals who have a Health Savings Account (HSA) and meet certain criteria. This form is used to report contributions and distributions made from the HSA, as well as any excess contributions or rollover amounts.
02
Specifically, individuals who have made contributions to their HSA during the tax year or received distributions from their HSA need to fill out form 5498-sa. Additionally, those who have made excess contributions or rollovers should also include this information on the form.
03
It is important to note that not everyone is eligible for an HSA. Eligibility requirements are determined by the IRS and include having a high-deductible health plan and not being enrolled in Medicare. Therefore, only individuals who meet the criteria for having an HSA will need to complete form 5498-sa.
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What is form 5498-sa - internal?
Form 5498-SA is used by financial institutions to report contributions, including designated Roth contributions, to a Health Savings Account (HSA) or Archer Medical Savings Account (MSA), and other information related to these accounts.
Who is required to file form 5498-sa - internal?
Financial institutions that hold HSA or MSA accounts are required to file Form 5498-SA.
How to fill out form 5498-sa - internal?
Form 5498-SA should be completed by the financial institution with accurate information regarding contributions to HSA or MSA accounts.
What is the purpose of form 5498-sa - internal?
The purpose of Form 5498-SA is to report contributions made to HSA or MSA accounts and other relevant information to the IRS.
What information must be reported on form 5498-sa - internal?
Form 5498-SA should include contributions, fair market value, and other information related to HSA or MSA accounts.
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