2019/10/17 · The 5498-SA tax form is used to report contributions to a health savings account HSA. It is for informational purposes and is not required to file a tax return. Basic information HealthEquity provides this form if you made or received. Form 5498-SA reports regular and rollover contributions on health savings accounts HSAs, Archer medical savings accounts MSAs, and Medicare Advantage MSAs MA MSAs as well as the fair market value of an HSA, Archer MSA, or MA MSA at the end of 2011.

Form 5498-SA reports regular and rollover contributions on health savings accounts HSAs, Archer medical savings accounts MSAs, and Medicare Advantage MSAs MA MSAs as well as the fair market value of an HSA, Archer MSA, or MA MSA at the end of 2013. What is IRS Form 5498-SA? 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. You are being directed to a third-party website HealthEquity has no control over, and no liability for any third party websites or materials. HealthEquity makes no guarantees about, the accuracy, currency, content or quality of the. 2020/01/08 · 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. a 1099-SA and 5498-SA form from The Bancorp Bank. HealthEquity will issue a 1099-SA only if you have any distributions after December 7th, 2015 through the end of the year. HealthEquity will also send a 5498.

5498-SA File Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information, with the IRS on or before June 3, 2019, for each person for whom you maintained a. HSAs: The new retirement strategy The average American couple will need $301,000 to cover out-of-pocket health care costs in retirement. An HSA can help fill this Medicare gap as well as dental, hearing and vision expenses.

HealthEquity empowers Americans to build health savings by providing powerful tools for health savings accounts HSAs and other health financial services. Close search Search HealthEquity Looking for documents and forms. Form 5498-SA You’ll receive Form 5498-SA from HealthEquity each May. It’s for your information only. You don’t need to file it with your tax return. The W-2 you receive from your employer in January should match Form 5498-SA.

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