What is an IRS Form 5498-SA? HSA & MSA Tax Form - ADP
IRS Form 5498-SA is a document of importance to anyone who participates in or manages a health savings account (HSA), Archer Medical Savings Account (MSA) or Medicare Advantage …
About Form 5498-SA, HSA, Archer MSA, or Medicare Advantage …
2025年1月28日 · Information about Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information, including recent updates, related forms, and instructions on how to file. Form …
Instructions for Forms 1099-SA and 5498-SA (2024)
File Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information, with the IRS on or before June 2, 2025, for each person for whom you maintained a health savings account …
Do I Need to Report Form 5498-SA on My Tax Return?
2025年1月21日 · Form 5498-SA summarizes contributions to health-related savings accounts. Box 1 reports total contributions to HSAs, including both personal and employer contributions. …
If you are expecting a 5498-SA it will be available in May. To report your HSA contributions on your tax return, you will need a copy of your W-2 for the total pretax contributions made by you …
Don’t attach Form 5498-SA to your income tax return. Instead, keep it for your records. Future developments. For the latest information about developments related to Form 5498-SA and its …
Why Is Form 5498-SA Not Available Until May?
2025年2月18日 · Form 5498-SA is a document for individuals with Health Savings Accounts (HSAs), reporting contributions made to these accounts. Its availability in May, rather than …
I have only received a 5498-SA for my HSA. What do I do?
2019年5月31日 · If you had no distributions, then you will not receive a 1099-SA. See below. Form 5498-SA - You would receive this form if you made contributions (employee and …
5498-SA vs 1099-SA: Key Differences for HSA Reporting
2025年1月23日 · Form 5498-SA records contributions made to an individual’s HSA during the tax year. Issued by the HSA trustee or custodian, such as a bank, it is sent to both the account …
Form 5498-SA | Contributions to an Archer MSA, MA MSA, HSA - TaxAct
Form 5498-SA is used to report all amounts of employee contributions to a Medical Savings Account (MSA) or to a Health Savings Account (HSA).