2025 Printable Template
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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 5498-SA used for?
Form 5498-SA is used by trustees or custodians to report contributions made to Health Savings Accounts (HSAs), Archer Medical Savings Accounts (Archer MSAs), and Medicare Advantage MSAs to the IRS. It helps ensure accurate tracking of contributions and compliance with tax regulations.
Who needs to fill out a 5498-SA form
The trustee or custodian of an HSA, Archer MSA, or Medicare Advantage MSA is responsible for completing this form.
How to fill out a 5498-SA online?
Follow these steps to complete your 5498-SA form online.
Frequently Asked Questions
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It reports contributions to HSAs, Archer MSAs, and Medicare Advantage MSAs for tax compliance.
The form must be furnished to the account holder by May 31.
The trustee or custodian must still file Form 5498-SA to report the fair market value of the account, even if no contributions were made.
