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VOID CORRECTED OMB No. 1545-1517 2014 Form 1099-SA PAYER'S federal identification number RECIPIENT'S identification number 1 Gross distribution $2 Earnings on excess cont. 4 FMV on date of death File

How to fill out form 1099-sa distributions from

How to fill out form 1099-SA distributions from:

1. Gather all necessary information: Before starting to fill out form 1099-SA, make sure you have all the relevant information ready. This includes the recipient's name, address, and taxpayer identification number (TIN), as well as the total distribution amount made to the recipient during the tax year.
2. Obtain the form: You can obtain Form 1099-SA from the Internal Revenue Service (IRS) website or from certain tax software programs. Make sure you have the most recent version of the form.
3. Fill out the payer's information: Begin by providing your information as the payer. This includes your name and address, as well as your TIN or employer identification number (EIN).
4. Enter the recipient's information: Next, enter the recipient's information. This includes their name, address, and TIN. Ensure that the information is accurate and matches the recipient's records.
5. Report the distribution amounts: In the designated boxes on the form, report the total distribution amounts made to the recipient during the tax year. Include all distributions, even if they were transferred to an HSA or MSA.
6. Determine the type of distribution: Indicate whether the distribution is from an HSA or an MSA by checking the appropriate box on the form. This is important as different rules and reporting requirements may apply to each type of account.
7. Complete the payer's copy: Once you have filled out the recipient's copy of the form, complete the payer's copy. This copy will be submitted to the IRS, so make sure all information is accurate and legible.
8. Review and submit: Before submitting form 1099-SA, carefully review all the information provided. Double-check for any errors or missing information. Once the form is complete, send the recipient their copy and file the payer's copy with the IRS.

Who needs form 1099-SA distributions from:

1. Health Savings Account (HSA) trustees or custodians: If you are a trustee or custodian of an HSA, you are required to file form 1099-SA to report any distributions made to HSA account holders.
2. Medical Savings Account (MSA) trustees or custodians: Similarly, trustees or custodians of Medical Savings Accounts must also file form 1099-SA to report distributions made to MSA account holders.
3. Recipients of HSA or MSA distributions: Individuals who received distributions from their HSA or MSA during the tax year will also need form 1099-SA for their own tax reporting purposes. This form provides them with the necessary information to accurately report the distributions on their tax return.

For pdfFiller’s FAQs

What is form 1099-sa distributions from?

Form 1099-SA reports distributions from HSA, Archer MSA, or Medicare Advantage MSA.

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

Payers who make distributions must file form 1099-SA.

How to fill out form 1099-sa distributions from?

Fill out the payer's, recipient's, and distribution information.

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

The purpose is to report distributions from HSAs and other medical savings accounts.

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

The form must include payer, recipient, and distribution details.

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