About Form 1099-SA, Distributions From an HSA, Archer MSA, …
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.
Instructions for Forms 1099-SA and 5498-SA (2024)
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).
What Is IRS Form 1099-SA: Distributions from an HSA, Archer ... - TurboTax
2024年10月16日 · The IRS requires you to prepare Form 8889 and attach it to your tax return when you take a distribution from an HSA. However, if your 1099-SA indicates you did not use the distribution for qualified medical expenses, you will pay income tax on the portion you used for nonqualified expenses.
IRS Form 1099-SA: What It Is, Who Has to File, and How - Investopedia
2023年11月27日 · Form 1099-SA: Distributions from an HSA, Archer MSA, or Medicare Advantage MSA is an Internal Revenue Service (IRS) form that reports distributions made from various health accounts.
HSA tax form and taxes explained | Form 8889 guide | Fidelity
2024年3月6日 · If you contribute to an HSA, or take a distribution, you need to complete and file IRS Form 8889 with your tax return. You have until April 15, 2024, to make contributions to your HSA for 2023, up to the applicable annual limit.
Breakdown of Form 1099-SA with instructions of how to report information from your health savings account. Keywords form 1099-SA, Distributions from an HSA, health savings account forms
IRS Form 1099-SA: Reporting HSA and MSA Distributions - Jackson Hewitt
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 (HSA), 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.
HSA Tax Forms: Learn More About Form 1099-SA, Form 5498-SA, …
2024年3月13日 · If you have a health savings account (HSA), you’ll receive tax forms from your HSA provider to show how much you’ve contributed and withdrawn from your account. Be on the lookout for Form 1099-SA to report HSA distributions and Form 5498-SA for contributions.
HSA tax time 101 - HSA Bank
The 1099-SA is used to report any distribution (withdrawal) of funds from your HSA during the prior year. You must report distributions from your HSA on IRS Form 8889. You will receive a separate 1099-SA for each type of distribution made during the tax year.
IRS forms and information - HSA Bank
IRS Form 1099-SA is provided for each HSA distribution you made in the current tax year. IRS Form 5498-SA indicates your HSA contributions made for the current tax year. This information is used to complete IRS Form 8889.