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 (MA MSA). Each year, account trustees must provide copies of the form to both the IRS and the participating employees. What is Form 5498-SA used for?

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 5498-SA is filed by trustees or custodians for each person for whom they maintained an HSA, Archer MSA, or MA MSA.

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 (HSA), Archer medical savings account (Archer MSA), or …

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. For 2024, the limits are $4,150 for individuals and $8,300 for families.

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 through payroll or by your employer.

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 instructions, such as legislation enacted after they were published, go to . www.irs.gov/Form5498SA. Free File Program. Go to . www.irs.gov/FreeFile

2025年2月18日 · Understanding how to access your 5498-SA form is essential for anyone with a Health Savings Account (HSA). This document details contributions made throughout the year and plays a key role during tax season, ensuring accurate filing …

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 earlier in the tax season, often raises questions among taxpayers eager to file their returns.

2016年5月26日 · IRS 5498-SA is primarily used to report total contributions made to an HSA for a given tax-year, along with the fair market value of the HSA. If you deposited HSA funds as a rollover from another account, these will also be reported on it.

Form 5498-SA reports contributions made to your IRA, Health Savings Account (HSA), Archer Medical Savings Account (MSA), or Medicare Advantage MSA (MA MSA). In the program, you will be asked to first choose the type of plan: Self-only or Family.