Future developments. For the latest information about developments related to and instructions were published go to www.irs.gov/form1099sa. Copy C Trustee/Payer To complete Form 1099-SA use Returns and the 2015 Instructions for Forms 1099-SA and 5498-SA. For Privacy Act and Paperwork Reduction Act Notice see the 2015 General Instructions for Certain Information Returns. 1099-SA Cat. No. 38471D www.irs.gov/form1099sa Department of the Treasury - Internal Revenue Service Do Not Cut or Separate...
2015 1099 sa

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Video instructions and help with filling out and completing 2015 1099 sa

Hey everybody this is Evan from trach HSA comm today we're going to talk about how to file form eight eight eight nine the government required form for your health savings account this session is brought to you by Trac HSA comm it's a website I created to help you manage your health savings account all those purchases receipts reimbursements all organized online safely for free so all your data is there next year when you go to file this you'll have everything you need right there Trac HSA comm so what I want to do today is talk about form eight eight eight nine and walk you through the steps to actually file this thing because it's kind of a beast the government has not made it easy for us we're going to review all three parts of this form and all the boxes in those parts with step by step instructions so we can understand what's going on and even you're not going to show you examples of the completed forms so you can kind of see how everything relates to each other now there's three main parts of this form and the goal of it is to kind of summarize all the activity going on and your HSA for the year so the first part is talking about contributions what came in maybe you contributed maybe your employer contributed the second part talks about distributions that came out of your HSA the government wants to see this number to verify proper spending finally there's a third section to determine if you owe any extra taxes or penalties because we didn't conform to the law we're going to show you how to avoid this and make sure that your return is filed properly let's first talk about who needs to file the form though before we get into it this is anybody that during the year who 1 contributed to the to your HSA now this includes employer contributions but anyway that contributed has to follow the form number 2 if anybody withdrew money from their HSA whether it's through a cash transfer they bought something they wrote a check against it whatever it was you've got to file this form to reflect that number 3 is kind of a special situation but it's for people who over contributed in the prior year this is the case where they took advantage of the last month rule and then kind of failed the testing period so ended their health insurance and over contributed they're gonna owe taxes and potentially a penalty on that so there have to file this form to square up and finally number four if you acquired an interest in an HSA due to the death of a beneficiary unfortunately you have to follow the form as well what you need to file the form basically things that you contributed amounts you contributed this is going to be formed five four nine eight - essay from your HSA custodian they'll send it to you it shows what's coming in if your employer contributions on on there you can view your w-2 and see those they're asked for distributions your HSA custodian is going to send you form 1099 - essay to show everything that's coming out of your HSA and finally you're...

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Please select a version for Fillable IRS 1099-SA form
  • 2018 IRS 1099-SA Fillable
  • 2017 IRS 1099-SA Fillable
  • 2016 IRS 1099-SA Fillable
  • 2015 IRS 1099-SA Fillable
  • 2014 IRS 1099-SA Fillable
  • More...