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IRS 5498-SA 2023-2024 free printable template

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2727VOIDCORRECTEDTRUSTEES name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number1 Employee or selfemployed persons Archer MSA contributions
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How to fill out form 5498 sa 2023-2024


How to fill out form 5498 sa

To fill out form 5498-SA for the year 2023, follow these steps:
Gather all necessary documents, such as your financial institution's statements, receipts, and records related to your Health Savings Account (HSA) contributions.
Review the instructions provided with the form to understand the specific information required in each section.
Fill in your personal information accurately, including your name, address, and Social Security number.
Provide details about your HSA custodian or trustee, including their name and address.
Enter the contribution amount made to your HSA during the tax year 2023.
Report any distributions or rollovers made from your HSA, if applicable.
Complete the rest of the form, including any additional information required by the IRS.
Double-check all the provided information for accuracy and ensure that it matches your records.
Sign and date the form.
Make a copy of the completed form for your own records.
Send the form to the appropriate IRS address as stated in the instructions provided.

Who needs form 5498 sa?

Individuals who made contributions to a Health Savings Account (HSA) and had distributions or rollovers from the HSA during the tax year 2023 will need to file form 5498-SA.
Employers or trustees of HSA accounts are also required to file this form to report contributions and rollovers made on behalf of their employees or account holders.

Video instructions and help with filling out and completing form 5498 sa

Instructions and Help about 5498 sa form

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

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2023 form 5498-SA is a tax form used to report contributions made to an HSA (Health Savings Account), Archer MSA (Archer Medical Savings Account), or Medicare Advantage MSA (Medicare Advantage Medical Savings Account).
Financial institutions, trustees, or custodians that hold HSA, Archer MSA, or Medicare Advantage MSA accounts are required to file Form 5498-SA.
To fill out Form 5498-SA, you need to provide information such as the account holder's name, address, and taxpayer identification number. You also need to report the contributions made to the account during the tax year.
The purpose of Form 5498-SA is to report contributions made to HSA, Archer MSA, or Medicare Advantage MSA accounts. It helps the IRS track the contributions and ensure compliance with tax regulations.
On Form 5498-SA, you must report the account holder's name, address, and taxpayer identification number. You also need to report the contributions made to the account during the tax year.
The deadline to file Form 5498-SA for the year 2023 is typically May 31, 2024. However, it is recommended to refer to the instructions provided by the IRS or consult a tax professional for the exact deadline.
The penalty for the late filing of Form 5498-SA can vary depending on various factors. It is best to refer to the instructions provided by the IRS or consult a tax professional for the specific penalties associated with late filing.
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