File 5498-SA Online

What is IRS Form 5498-SA?

• Every Trustee or Custodian of a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA (MA MSA) is required to File Form 5498-SA for each person for whom such HSA, Archer MSA, or MA MSA has been maintained. A separate Form is required for each type of plan.

When would you need to file a Form 5498-SA?

IRS Form 5498-SA is used to report Every Trustee or Custodian of a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA (MA MSA) is required to File Form 5498-SA

• If you received as a custodian, Contributions to an health savings account (HSA), Archer medical savings account (Archer MSA), or Medicare Advantage MSA (MA MSA) during 2023.
• You must report the receipt of a rollover from one Archer MSA to another Archer MSA, and receipt of a rollover from an Archer MSA or an HSA to an HSA
• 3. In the year an HSA, Archer MSA, or MA MSA owner dies, generally you must file a Form 5498-SA and furnish a statement for the decedent.
• For more, visit www.irs.gov

5498-SA Deadline and Important Dates

With Tax1099.com, you can schedule the date that your forms are transmitted to the IRS. Scheduling your forms gives you time between when we email/USPS your forms to vendors and when we send the forms to the IRS. This is useful because your vendors may have edits to make. You can make those changes in Tax1099 before the scheduled date at no extra charge. We automatically schedule your IRS eFile transmission a week away from when you submit, or by the deadline. You can edit this date to match your preference.

5498-SA eFile Info

Electronically-filed 5498-SA forms are directly transmitted to the IRS from Tax1099.

You will receive IRS acknowledgement of your eFile by email within 3 - 7 business days.