Get the free 2017 Form 1099-SA. Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Instructions for RecipientDistributions from a health savings account (HSA), Archer medical savings account (MSA), or Medicare Advantage (MA) MSA are reported to you on Form 1099SA. File Form 8853

How to fill out 2017 form 1099-sa distributions

How to fill out 2017 form 1099-sa distributions

1. Gather all the necessary information and documents, such as your 2017 Form 1099-SA, which reports distributions from a Health Savings Account (HSA), Archer Medical Savings Account (Archer or MSA), or Medicare Advantage MSA.
2. Review the form instructions to ensure you understand the process and requirements for filling out the form.
3. Identify the correct box on the form to report the distributions. In most cases, it will be Box 1, which reports the total distributions.
4. Enter the total distributions amount in the designated box on the form. Make sure to accurately report the amount without any rounding or decimal places.
5. Double-check all the information entered on the form for accuracy and completeness.
6. If you are mailing the form, make a copy for your records and send the original to the appropriate recipient, such as the HSA or MSA trustee or custodian, by the due date. If you are filing electronically, follow the IRS guidelines for electronic filing.
7. Retain a copy of the filled-out form and any supporting documentation for your records in case of future reference or audit.

Who needs 2017 form 1099-sa distributions?

1. Anyone who received distributions from a Health Savings Account (HSA), Archer Medical Savings Account (Archer or MSA), or Medicare Advantage MSA during the tax year 2017 needs to fill out the 2017 Form 1099-SA.
2. Additionally, individuals who received distributions that are subject to tax or penalty need to report those distributions on the form.

For pdfFiller’s FAQs

Where do I find 2017 form 1099-sa distributions?

With pdfFiller, an all-in-one online tool for professional document management, it's easy to fill out documents. Over 25 million fillable forms are available on our website, and you can find the 2017 form 1099-sa distributions in a matter of seconds. Open it right away and start making it your own with help from advanced editing tools.

Can I edit 2017 form 1099-sa distributions on an Android device?

You can edit, sign, and distribute 2017 form 1099-sa distributions on your mobile device from anywhere using the pdfFiller mobile app for Android; all you need is an internet connection. Download the app and begin streamlining your document workflow from anywhere.

How do I fill out 2017 form 1099-sa distributions on an Android device?

Complete 2017 form 1099-sa distributions and other documents on your Android device with the pdfFiller app. The software allows you to modify information, eSign, annotate, and share files. You may view your papers from anywhere with an internet connection.

What is form 1099-sa distributions from?

Form 1099-SA reports distributions made from a health savings account (HSA), Archer MSA, or Medicare Advantage MSA.

Who is required to file form 1099-sa distributions from?

The financial institution or trustee that administers the HSA, MSA, or Medicare Advantage MSA is required to file Form 1099-SA.

How to fill out form 1099-sa distributions from?

Form 1099-SA should be filled out with the recipient's personal information, account number, distribution amounts, and whether the distribution is for qualified medical expenses.

What is the purpose of form 1099-sa distributions from?

The purpose of Form 1099-SA is to report distributions made from these medical savings accounts to the IRS.

What information must be reported on form 1099-sa distributions from?

Form 1099-SA must report the recipient's personal information, account number, distribution amounts, and whether the distribution is for qualified medical expenses.