Get the free About Form 5498-SA, HSA, Archer MSA, or Medicare Advantage ...
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Health Savings Account (HSA)/ Archer Medical Savings Account (MSA) TrusteetoTrustee Transfer Form Instructions: Complete this form to transfer funds from another Health Savings Account (HSA) or Archer
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How to fill out about form 5498-sa hsa
How to fill out about form 5498-sa hsa
01
To fill out form 5498-SA HSA, follow these steps:
02
Start by entering your name, address, and social security number in the designated boxes at the top of the form.
03
Provide the name of the trustee or custodian who maintains your HSA account.
04
Enter the total contribution made to your HSA account during the tax year in Box 1.
05
Report any contributions made by someone other than you, the account holder, in Box 2.
06
Indicate any rollovers or trustee-to-trustee transfers in Box 3.
07
Enter the fair market value of your HSA account as of December 31st in Box 4.
08
Report any distributions you received from your HSA account during the year in Box 5.
09
If you had any excess contributions that were withdrawn, enter the amount in Box 6.
10
Provide the name, address, and identification number of the HSA trustee or custodian in Box 7.
11
Sign and date the form in the designated fields at the bottom.
12
Remember to keep a copy of the filled-out form for your records.
Who needs about form 5498-sa hsa?
01
Form 5498-SA HSA is needed by individuals who have a Health Savings Account (HSA) and made contributions, received distributions, or had excess contributions during the tax year.
02
Employers may also need this form to report contributions made on behalf of their employees.
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What is about form 5498-sa hsa?
Form 5498-SA is used to report HSA contributions, distributions and the fair market value of the HSA.
Who is required to file about form 5498-sa hsa?
Trustees and custodians of HSAs are required to file Form 5498-SA.
How to fill out about form 5498-sa hsa?
Form 5498-SA must be filled out with accurate information regarding HSA contributions, distributions and fair market value.
What is the purpose of about form 5498-sa hsa?
The purpose of Form 5498-SA is to report HSA activity to the IRS and the account holder.
What information must be reported on about form 5498-sa hsa?
Information such as HSA contributions, distributions and the fair market value of the HSA must be reported on Form 5498-SA.
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