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form 5498 sa

IRS 5498-SA 2022-2023 free printable template

2727VOIDCORRECTEDTRUSTEES name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number1 Employee or self-employed persons Archer MSA contributions
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How to fill out form 5498 sa 2022-2023


How to fill out form 5498 sa:

Gather all necessary information, including your personal information, financial account details, contributions made to your HSA, and any distributions or transfers made from your HSA.
Double-check that all information is accurate and up-to-date.
Complete the form by accurately filling in the required fields and providing all requested information.
Review the completed form for any errors or omissions before submitting it.
Submit the form to the appropriate entity, such as your financial institution or the IRS, by the designated deadline.

Who needs form 5498 sa:

Individuals who have a Health Savings Account (HSA) need to fill out form 5498 sa.
This form is used to report contributions, distributions, and transfers made to and from the HSA.
It is important for HSA holders to file this form to ensure accurate reporting of their HSA activity and to comply with IRS regulations.
Remember to consult with a tax professional or refer to official IRS documentation for specific instructions and requirements related to form 5498 sa.
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Comments and Help with form 5498 sa

Video instructions and help with filling out and completing form 5498 sa
Instructions and Help about form 5498 sa
The form 5498-sa is a form designed by the IRS to report contributions to health savings plans archer medical savings accounts and medicare advantage mass the deadline to do so is June 30th 2021 e-filing with tax bandits is simply secure and accurate to get started either log in to your tax bandits account or create a free account once you've signed in select the form 5498 and the tax year you want to file for next enter the trustee's basic information or select it from your address book check the box if you want to provide the participant with online access click save and continue next enter the participants' information then click save and continue finally enter the form information on lines one through six when you're finished click save and continue then review your filing summary select your required services and pay your filing fee now all that's left to do is click the green button to transmit your form to the IRS e-file your form 5498-sa now at taxbandit.com


  • What is form 5498 sa?
    Form 5498-SA is a tax form used to report contributions, distributions, and other important information related to your health savings account (HSA), Archer medical savings account (Archer MSA), or Medicare Advantage MSA. This form is filed with the Internal Revenue Service (IRS) and is provided to you by the trustee or custodian of your account.
  • How to fill out form 5498 sa?
    Form 5498-SA is used to report contributions to a health savings account (HSA) and distributions from an HSA, Archer Medical Savings Account (MSA) or Medicare Advantage MSA. To fill out the form, you will need to provide your name, Social Security number, and employer identification number. You will also need to provide the name, address, and employer identification number of the trustee or issuer of the HSA. Next, you will need to provide information about the contributions you made to the HSA during the tax year. This includes the total contributions you made to the HSA, as well as the date of the contributions and the type of contribution (for example, employer contributions, employee contributions, or rollover contributions). Finally, you will need to provide information about distributions you took from the HSA during the tax year. This includes the total amount of distributions taken, the date of the distributions, and the type of distribution (for example, medical expenses, qualified long-term care insurance premiums, or qualified health insurance premiums). Once you have completed the form, you should mail it to the IRS at the address provided on the form.
  • What is the purpose of form 5498 sa?
    Form 5498-SA is an Internal Revenue Service (IRS) form used to report contributions to and distributions from an individual retirement arrangement (IRA). It is used to report contributions to an IRA, including Roth, SIMPLE, SEP, and self-employed plans; distributions from an IRA including Roth, SIMPLE, SEP, and self-employed plans; Roth conversions; and fair market value of IRAs, health savings accounts, and Archer medical savings accounts. This form is reported to the IRS and used to track and monitor activity of IRAs.
  • What information must be reported on form 5498 sa?
    Form 5498-SA is an Internal Revenue Service (IRS) form used to report contributions to an Archer medical savings account (MSA), health savings account (HSA), or Medicare Advantage MSA. The form must include the following information: 1. Account holder’s name, address, and Social Security Number 2. Account number 3. Type of account (MSA, HSA, or Medicare Advantage MSA) 4. Contributions to the account during the tax year 5. Rollovers and transfers to the account during the tax year 6. Distributions from the account during the tax year 7. Fair market value of the account as of the end of the tax year 8. Employer contributions to the account (if any) 9. Name, address, and employer identification number (EIN) of the employer (if applicable)
  • When is the deadline to file form 5498 sa in 2023?
    The deadline to file form 5498-SA for the 2023 tax year is April 15, 2024.
  • What is the penalty for the late filing of form 5498 sa?
    The penalty for the late filing of Form 5498-SA is $50 for each return for which the due date has been exceeded, with the maximum penalty not to exceed $250,000 per year.
  • Who is required to file form 5498 sa?
    Form 5498-SA is filed by custodians of health savings accounts (HSAs), Archer MSAs, or Medicare Advantage MSAs to report contributions, including rollover contributions, made to the accounts during the calendar year. It is the responsibility of the account custodian to file Form 5498-SA.
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