Form 5498-sa - Page 2

chase hsa tax form
chase hsa tax form
Commonly asked questions about the form 5498-sa ! & &
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What is form 5498-sa?

Form 5498-SA is a document that is used to report contributions made to a health savings account (HSA), Archer medical savings account (MSA), or Medicare Advantage medical savings account (MA MSA). It is important to fill out this form accurately to ensure proper reporting of your contributions and to avoid any potential tax issues. By completing this form, you provide the necessary information to the IRS regarding your contributions to these accounts.

What are the types of form 5498-sa?

There are primarily three types of form 5498-SA, depending on the type of savings account. These types include HSA, MSA, and MA MSA. Each form serves the purpose of reporting contributions specific to each account type.

HSA: Health Savings Account
MSA: Archer Medical Savings Account
MA MSA: Medicare Advantage Medical Savings Account

How to complete form 5498-sa

Completing form 5498-SA is a straightforward process, but it's essential to provide accurate information. Here is a step-by-step guide to help you complete the form:

01
Fill in your personal information, including your name, address, and social security number.
02
Indicate the type of savings account by checking the appropriate box: HSA, MSA, or MA MSA.
03
Report the total contributions made to the account during the tax year.
04
If applicable, provide any distributions or rollovers made from the account during the tax year.
05
Double-check all the information entered to ensure accuracy.
06
Sign and date the form before submitting it to the IRS.

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Questions & answers

You will receive the IRS Form 1099-SA and IRS Form 5498-SA either by mail or electronically (based upon your elected delivery preference). These IRS tax forms are also available in the Member Website.
Do I Have to (Or Should I) Report My HSA Contributions? Form 5498-SA is not required in order to file a tax return.
IRS Form 5498-SA is typically available around the end of January. If you contribute in the new year for the previous tax year, you will also get another 5498-SA form in May.
Form 5498-SA is available to trustees online via the IRS website and can be filed electronically.
Go to www.irs.gov, where you can download Instructions for Forms 8889, 1099-SA, 8853, and 5498-SA. IRS Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans. and IRS Publication 502, Medical and Dental Expenses (Including the Health Coverage Tax Credit).
Note: Do not attach Form 5498-SA to your income tax return. Instead, keep it for your records. Generally, contributions you make to your Fidelity HSA are made on a pretax basis via payroll deduction and are not deductible. Any contributions you make on an after-tax basis—via check, for example—are tax deductible.
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