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5013-SA Schedule A — Statement of World Income for Non-Residents of Canada — T1 General 2009 — Non-residents and deemed residents of Canada. Choose a blank template from the list and complete

How to fill out 5013-sa schedule a

How to fill out 5013-sa schedule a

1. To fill out Form 5013-SA Schedule A, follow these steps:
2. Start by providing your name, address, and taxpayer identification number at the top of the form.
3. Next, report your financial information in Part I. This includes the total amount contributed to your HSA, any rollovers or transfers, and any reimbursements received.
4. In Part II, you will need to report any excess contributions made to your HSA and whether they were corrected or distributed.
5. If you received any qualified HSA funding distributions in Part III, provide the required information, such as the type of distribution and the amount received.
6. Part IV requires you to report any distributions made from your HSA that were not used for qualified medical expenses. Provide the necessary details, including the type of distribution and the amount.
7. Finally, complete Part V if you had any excess contributions in a previous tax year and you are now correcting or distributing them.
8. Remember to review the form for accuracy and sign it before submitting it with your tax return.

Who needs 5013-sa schedule a?

1. Form 5013-SA Schedule A is needed by individuals who have a Health Savings Account (HSA) and need to report contributions, distributions, and other HSA-related information on their tax return. HSA account holders should use this form to report any excess contributions, qualified HSA funding distributions, non-qualified distributions, and corrections of excess contributions made in previous tax years.

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What is 5013-sa schedule a?

5013-SA Schedule A is a form used by organizations that have received tax-exempt status under Section 501(c)(3) of the Internal Revenue Code to report their activities, finances, and compliance with tax regulations.

Who is required to file 5013-sa schedule a?

Organizations that are recognized as tax-exempt under Section 501(c)(3) and are required to file Form 990 or Form 990-EZ must also file Schedule A.

How to fill out 5013-sa schedule a?

To fill out 5013-SA Schedule A, organizations should provide detailed information about their exempt status, public support, and any other required financial details using the prescribed format provided by the IRS.

What is the purpose of 5013-sa schedule a?

The purpose of 5013-SA Schedule A is to allow the IRS to assess whether an organization qualifies for tax-exempt status under 501(c)(3) and to evaluate its adherence to the public support test.

What information must be reported on 5013-sa schedule a?

Information that must be reported includes the organization's public support, sources of contributions, any lobbying activities, and details demonstrating that it operates exclusively for charitable purposes.