Understanding the purpose of a tax form or schedule is never a pleasant experience. That's why we created a comprehensive tax form library, showcasing the most frequently used tax forms and schedules you may encounter. We believe the process of staying compliant with your taxes should be as effortless as possible.
General Information
- What is the form number? Form 5498-SA
- What government agency is it filed with? The Internal Revenue Service (IRS)
- What is the form name? HSA, Archer MSA, or Medicare Advantage MSA Information
- What is this form about? Form 5498-SA is a financial document provided by financial institutions to report contributions and rollovers made to Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), or Coverdell Education Savings Accounts (ESAs). This form is essential for individuals to keep track of their contributions to these tax-advantaged accounts. It details the amounts contributed during the tax year and any rollovers or transfers between similar accounts, which can be valuable for tax reporting and monitoring the financial activity within these accounts.
What does it look like?
Resources
Looking for more information about this form? Here are some helpful resources:
- About the form - https://www.irs.gov/forms-pubs/about-form-5498-sa
- Example copy of the form - https://www.irs.gov/pub/irs-pdf/f5498sa.pdf
- Form instructions - https://www.irs.gov/pub/irs-pdf/i1099sa.pdf
How can we help you today?
Looking for more information about this or other tax forms? The tax team at DiMercurio Advisors are tax compliance experts. We are passionate about ensuring you are well-informed and in control of your tax situation.
