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FORM SAID DATE: December 31, 2022 IMPORTANT20222643OFFICE OF THE STATE AUDITOR AND INSPECTOR STATE OF OKLAHOMA CINDY BYRD, AUDITOR AND INSPECTOR ANNUAL SURVEY OF CITY AND TOWN FINANCESThis report

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How to fill out what is form 5498-sa

01

To fill out Form 5498-SA, follow these steps:

02

Begin by entering your name, address, and taxpayer identification number (TIN) in the designated boxes.

03

Provide the name of the HSA trustee or custodian who is reporting the information on Form 5498-SA.

04

Fill in the total contributions made to your HSA for the tax year being reported.

05

Indicate any contributions made by individuals other than yourself, such as your employer.

06

Report any rollovers or transfers made to your HSA during the tax year.

07

Enter any amounts distributed from your HSA during the tax year, including any excess contributions or earnings.

08

Check the appropriate box if the distribution is a qualified HSA funding distribution from an IRA.

09

Provide details of any taxable distribution taken from your HSA, if applicable.

10

Confirm if you are an eligible individual and if you had family HDHP coverage during the year.

11

Report any distribution codes, if applicable, for specific types of HSA transactions.

12

Sign and date the form, certifying that the information provided is accurate.

13

Remember to attach copies of any supporting documents, such as Form W-2 or 1099-SA, if required.

14

Double-check your entries before submitting the form to ensure accuracy.

Who needs what is form 5498-sa?

01

Form 5498-SA is needed by individuals who have a Health Savings Account (HSA) or who are an HSA trustee or custodian.

02

The form is used to report contributions, rollovers, and distributions made to a Health Savings Account during the tax year.

03

Employers may also need this form if they contribute to their employees' HSAs or facilitate HSA funding distributions from individual retirement accounts (IRAs).

04

Additionally, individuals who received distributions from their HSAs or had excess contributions may need to report this information on Form 5498-SA.

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What is form 5498-SA?

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

Who is required to file form 5498-SA?

Form 5498-SA is required to be filed by trustees or custodians of HSAs or Archer MSAs to report the contributions made to these accounts.

How to fill out form 5498-SA?

To fill out Form 5498-SA, the trustee or custodian must provide details such as the account owner's name, address, Social Security number, and the amounts contributed to the HSA or Archer MSA during the tax year.

What is the purpose of form 5498-SA?

The purpose of Form 5498-SA is to report the contributions made to Health Savings Accounts and Archer Medical Savings Accounts to the IRS and to provide the account holder with necessary information for their tax returns.

What information must be reported on form 5498-SA?

Information that must be reported includes the account owner's personal details, total contributions for the tax year, and any rollovers or transfers to the HSA or MSA.

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