File 1099-SA Online

What is IRS Form 1099-SA?

Form 1099-SA is required to report distributions made from a health savings account (HSA), Archer Medical Savings Account (Archer MSA), and Medicare Advantage Medical Savings Account (MA MSA).

When would you need to file an IRS Form 1099-SA?

IRS Form 1099-SA is used to report distributions from health savings accounts (HSAs), Archer Medical Savings Accounts (Archer MSAs), and Medicare Advantage Medical Savings Accounts (MA MSAs).

• If you made distributions from a health savings account (HSA), Archer medical savings account (Archer MSA), or Medicare Advantage MSA (MA MSA). The distribution may have been paid directly to a medical service provider or to the account holder. A separate return must be filed for each plan.
• If you made distributions from a health savings account (HSA), Archer medical savings account (Archer MSA), or Medicare Advantage MSA (MA MSA). The distribution may have been paid directly to a medical service provider or to the account holder. A separate return must be filed for each plan. Under the USA PATRIOT Act, distributions from the HSA must be reported.
• Distribution on the death of the account holder.

For more information, visit www.irs.gov

1099-SA Deadline and Important Dates

With 1099ly, 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 1099ly before the scheduled date at no extra charge. We automatically schedule your IRS eFile transmission at a week away from when you submit, or by the deadline. You can edit this date to match your preference.

1099-SA eFile Info

→

1099ly

Electronically filed 1099-SA Forms are directly transmitted to the IRS from 1099ly.

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

1099-SA eFile Service Pricing

1099-SA Fee Calculator