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Name: Fillable Online Form 5498-sa for Hsa and Archer Msa Contributions in 2023 and 2024 Fax Email Print - pdfFiller
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Discover the essential details of Form 5498-SA, documenting HSA and Archer MSA contributions for 2023 and 2024, including participant and trustee information.

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How to fill out form 5498-sa

01

Gather all necessary information such as your personal details, financial information, and contributions to your HSA.

02

Obtain a copy of form 5498-sa from the IRS website or your financial institution.

03

Carefully read the instructions provided with the form to ensure you are filling it out correctly.

04

Complete all sections of the form accurately and legibly, including your personal information, HSA contributions, and any rollovers or transfers.

05

Double-check your entries and calculations to avoid any errors.

06

Sign and date the form before submitting it to the IRS or your financial institution.

Who needs form 5498-sa?

01

Individuals who have a Health Savings Account (HSA) or have made contributions to an HSA during the tax year.

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What is form 5498-sa?

Form 5498-SA is an IRS form used to report contributions to Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), and Medicare Advantage MSAs.

Who is required to file form 5498-sa?

The trustee or custodian of an HSA, Archer MSA, or Medicare Advantage MSA is required to file Form 5498-SA.

How to fill out form 5498-sa?

To fill out Form 5498-SA, report the account holder's name, address, Social Security number, and the amounts contributed to the account during the year, as well as the fair market value of the account at year-end.

What is the purpose of form 5498-sa?

The purpose of Form 5498-SA is to provide the IRS and account holders with information about contributions made to HSAs and similar accounts, and to report the fair market value of the account.

What information must be reported on form 5498-sa?

Form 5498-SA must report the account holder's identifying information, total contributions for the year, and the fair market value of the HSA or MSA at year-end.

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