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This form is used to report contributions to Health Savings Accounts (HSA), Archer Medical Savings Accounts (MSA), and Medicare Advantage MSAs. It is submitted to the IRS by the account trustee, and

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How to fill out form 5498-sa

01

Download Form 5498-SA from the IRS website or obtain a copy from your financial institution.

02

Fill in your name and Social Security Number at the top of the form.

03

Enter the name of the account holder and their address.

04

Provide the name of the trustee or custodian of the account.

05

Report the total contributions made to your Health Savings Account (HSA) for the tax year in the appropriate box.

06

Indicate any rollover contributions received during the year.

07

Fill in the fair market value of the account as of December 31 of the tax year.

08

Include any other relevant information as prompted on the form.

09

Review the form for accuracy and completeness.

10

Submit the form to the IRS and keep a copy for your records.

Who needs form 5498-sa?

01

Individuals who have a Health Savings Account (HSA) are required to file Form 5498-SA.

02

Trustees or custodians of HSAs must also file the form to report contributions and account values to the IRS.

03

Taxpayers who receive rollovers from other HSAs or Archer MSAs must ensure this form is completed.

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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 financial institution that manages the HSA or MSA is required to file Form 5498-SA for each account holder who made contributions during the tax year.

How to fill out form 5498-sa?

To fill out Form 5498-SA, the filer needs to provide information such as the account holder's name, address, taxpayer identification number, and the total contributions made to the account during the year.

What is the purpose of form 5498-sa?

The purpose of Form 5498-SA is to inform both the IRS and the account holder of the contributions made to their HSA or MSA, ensuring accurate reporting of contributions for tax purposes.

What information must be reported on form 5498-sa?

The information that must be reported on Form 5498-SA includes the account holder's name and information, the type of account, the total contributions for the tax year, and other relevant account details.

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