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2022Department of the Treasury Internal Revenue ServiceInstructions for Forms 1099SA and 5498SADistributions From an HSA, Archer MSA, or Medicare Advantage MSA, and HSA, Archer MSA, or Medicare Advantage

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What is instructions for forms 1099-sa?

Forms 1099-SA provide information on distributions made from an HSA, Archer MSA, or Medicare Advantage MSA.

Who is required to file instructions for forms 1099-sa?

Insurance companies, employers, governments, and other entities that make distributions from an HSA, Archer MSA, or Medicare Advantage MSA are required to file Forms 1099-SA.

How to fill out instructions for forms 1099-sa?

Instructions for filling out forms 1099-SA can be found on the IRS website along with the form itself. The information required includes the recipient's name, address, and identifying number, as well as details of the distribution.

What is the purpose of instructions for forms 1099-sa?

The purpose of Forms 1099-SA is to report distributions from HSAs, Archer MSAs, and Medicare Advantage MSAs to the IRS and to the recipient, so they can accurately report these amounts on their tax returns.

What information must be reported on instructions for forms 1099-sa?

Forms 1099-SA must report the total amount of distributions made during the calendar year, the amounts allocated to earnings and contributions, and whether the distribution was made due to disability or death.