December 28, 2018

IRS Releases 2019 HSA Reporting Forms

The Internal Revenue Department released 2019 HSA Reporting Forms (Form 5498-SA and Form 1099-SA) and their corresponding instructions. Filing and deadline dates have been updated.  These forms are often used by and provide information to persons holding these accounts (as they have reporting obligations). It’s important to note these forms are to be used in 2020 for the 2019 tax year.  Review the chart below to access each form and learn its corresponding use. To learn the basics about HSAs click here: HSAs.

IRS Form

Form Use

Form
5498-SA

 

Used by trustees and custodians of HSAs, Archer MSAs, or Medicare Advantage MSAs to report contributions to these accounts

 

Form
1099-SA
Used to report distributions from HSAs, Archer MSAs, or Medicare Advantage MSAs

 

 

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