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.

Should You File 5498-SA With The IRS?

• If you received, as a custodian, contributions to a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA (MA MSA) during the year.
• 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.
• 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 1099ly, you can schedule your filing dates in advance. 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 a week away from when you submit, or by the deadline. You can edit this date to match your preference.

5498-SA eFile Info

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