Dec 4, 2024 · 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.

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).

Jan 24, 2025 · 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. Tax season often brings a flurry of paperwork, and one crucial document is the 1099-SA form for Health Savings Account (HSA) contributions.

Nov 27, 2023 · 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.

Jan 22, 2025 · Form 1099-SA details distributions from Health Savings Accounts (HSA) and Medical Savings Accounts (MSA), including Archer and Medicare MSA. Learn what to do with this form and how to report these distributions on your tax return.

Distributions from a health savings account (HSA), Archer medical savings account (MSA), or Medicare Advantage (MA) MSA are reported to you on Form 1099-SA. File Form 8853 or Form 8889 with your Form 1040 or 1040-SR to report a distribution from these accounts even if the distribution isn’t taxable.

Jan 30, 2025 · Understanding the nuances of tax forms is essential for compliance and optimizing financial outcomes. The 1099-SA form reports distributions from Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), or Medicare Advantage MSAs, and these distributions can affect tax liabilities.

File Form 1099-SA to report distributions from an HSA. File Form 5498-SA to report contributions to an HSA. File Form 8889 to report your HSA contributions and distributions. Refer to Form W-2 for your HSA contributions. Still have questions? Get help.

• Distributions from your Fidelity HSA will be reported by Fidelity to you and the IRS each tax year on IRS Form 1099-SA. • If your tax return is audited by the IRS, you might be asked to provide receipts for qualified medical expenses paid using distributions from your Fidelity HSA.

Jul 31, 2023 · 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.