Get the free 2004 Form 5498-SA. HSA, Archer, Medicare&Choice MSA Information

Attention: This form is provided for informational purposes and should not be reproduced on personal computer printers by individual taxpayers for filing. The printed version of this form is designed

How to fill out 2004 form 5498-sa hsa

How to fill out 2004 form 5498-sa hsa

1. To fill out the 2004 Form 5498-SA HSA (Health Savings Account) correctly, follow these steps:
2. Begin by downloading the official 2004 Form 5498-SA from the IRS website.
3. Take your time to read through the instructions provided with the form to understand the requirements and fields.
4. Start by filling out your personal information, such as your name, Social Security Number, and address, in the appropriate sections.
5. If you have multiple HSAs, make sure to include the account number and trustee or custodian's name for each account.
6. Check the appropriate box to indicate the type of HSA contribution you made during the tax year (regular, rollover, or contribution made for the tax year).
7. Enter the total contributions made to your HSA for the tax year in the designated field. Do not exceed the contribution limits set by the IRS.
8. If you made excess contributions, fill out the excess contribution field accordingly.
9. If any distributions or transfers took place during the tax year, provide the necessary information in the designated sections.
10. Carefully review all the information you have entered to ensure accuracy and completeness.
11. Sign and date the form.
12. Attach any required schedules or documentation, if applicable.
13. Make a copy of the filled-out form for your records.
14. Submit the completed 2004 Form 5498-SA to the appropriate IRS office by the specified deadline.
15. It is always recommended to consult a tax professional or refer to the official IRS instructions for further guidance.

Who needs 2004 form 5498-sa hsa?

1. Individuals who contributed to a Health Savings Account (HSA) during the tax year 2004 need to fill out the 2004 Form 5498-SA HSA.
2. Employers and financial institutions that serve as trustees or custodians of HSAs also need to provide this form to account holders to report contributions, rollovers, excess contributions, and other HSA-related information.

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What is form 5498-sa hsa archer?

Form 5498-SA HSA Archer is an information return used to report contributions to a Health Savings Account (HSA) or Archer Medical Savings Account (MSA).

Who is required to file form 5498-sa hsa archer?

Financial institutions that handle HSA or MSA accounts are required to file Form 5498-SA HSA Archer.

How to fill out form 5498-sa hsa archer?

Form 5498-SA HSA Archer can be filled out by entering the relevant contribution information for the HSA or MSA account.

What is the purpose of form 5498-sa hsa archer?

The purpose of Form 5498-SA HSA Archer is to report contributions made to an HSA or MSA account for tax purposes.

What information must be reported on form 5498-sa hsa archer?

Information such as the account holder's name, address, account number, contributions made during the tax year, and fair market value of the account must be reported on Form 5498-SA HSA Archer.