Information about Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, including recent updates, related forms and instructions on how to file. File Form 1099-SA to report distributions made from an HSA, an Archer MSA, or an MA MSA.

2025年2月17日 · Form 1099-SA is the IRS form that you receive if you must include a distribution from certain medical savings accounts on your federal taxes.

File Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, to report distributions made from a health savings account (HSA), Archer medical savings account (Archer MSA), or Medicare Advantage MSA (MA MSA).

2025年2月18日 · Form 1099-SA reports distributions from Health Savings Accounts (HSA) and Medical Savings Accounts (MSA), detailing whether withdrawals are taxable or qualified medical expenses. Understanding how to report these distributions correctly ensures accurate tax filing and helps avoid unexpected tax liabilities.

earnings on the account after the date of death (box 1 minus box 4 of Form 1099-SA) are taxable. Include the earnings on the “Other income” line of your tax return. Account number. May show an account or other unique number the payer assigned to distinguish your account. Box 1. Shows the amount received this year. The amount may have been a ...

2025年1月30日 · The 1099-SA form is issued to individuals who take distributions from HSAs, Archer MSAs, or Medicare Advantage MSAs. These accounts are designed to help people save for medical expenses, and the tax implications of distributions depend on how the funds are used.

2023年7月31日 · An IRS Form 1099-SA is a U.S. tax form that reports distributions made from a health savings account , Archer medical savings account (Archer MSA), or Medicare Advantage medical savings account (MA MSA). The form’s purpose is to show you—and the IRS—how much money you spent from your account.

Form 1099-SA? The IRS requires Fidelity to issue a Form 1099-SA if you took a distribution from your Fidelity HSA. Am I required to report information contained on Form 1099-SA on my federal income tax return? Yes. Distributions from HSAs are …

2019年6月7日 · But if you did take distributions, you need to contact your HSA plan administrator (the bank or financial institution that gave you the debit card to pay for qualified medical expenses with) and get a copy of the 1099-SA.

2025年1月24日 · Learn how to obtain your 1099-SA form for HSA contributions from various sources, including custodians and employers, and steps to take if it’s missing.