Get the free 2018 Form 1099-SA. Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

9494VOIDCORRECTEDTRUSTEE\'S/PAYER\'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number OMB No. 154515172018 Form 1099SA PAYER\'S RECIPIENT\'S

How to fill out 2018 form 1099-sa distributions

How to fill out 2018 form 1099-sa distributions

1. Start by gathering all necessary information about your distributions, including the total distribution amount, the amount used for qualified medical expenses, and any excess distribution amount.
2. Fill out the payer's information, including the payer's name, address, and employer identification number (EIN). This information can usually be found on the form that was sent to you.
3. Provide your personal information, including your name, address, and social security number (SSN). Make sure the information is accurate and up to date.
4. Report the total distribution amount in Box 1, the amount used for qualified medical expenses in Box 2, and any excess distribution amount in Box 3.
5. If you received a distribution for a health savings account (HSA) rollover, include it in Box 4.
6. Check the appropriate box to indicate if any conversions, recharacterizations, or excess contributions occurred with the distribution.
7. Sign and date the form before submitting it to the IRS.
8. Keep a copy of the completed form for your records.

Who needs 2018 form 1099-sa distributions?

1. Individuals who received distributions from a health savings account (HSA) or an Archer medical savings account (MSA) during the tax year.
2. Payers who made distributions from a health savings account (HSA) or an Archer medical savings account (MSA) to individuals during the tax year.

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What is form 1099-sa distributions from?

Form 1099-SA reports distributions from a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA.

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

Filers who make distributions from the accounts mentioned above are required to file Form 1099-SA.

How to fill out form 1099-sa distributions from?

To fill out Form 1099-SA, you need to provide the recipient's information, distribution amount, and account details.

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

The purpose of Form 1099-SA is to report distributions made from HSA, Archer MSA, or Medicare Advantage MSA to the IRS and the recipient.

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

Form 1099-SA must include the recipient's name, address, SSN, distribution amount, the type of account, and any additional information required by the IRS.