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Get 2015 Instructions For Forms 1099-sa And 5498-sa. Instructions For Forms 1099-sa And 5498-sa
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How to fill out the 2015 instructions for forms 1099-SA and 5498-SA online
Filling out the forms 1099-SA and 5498-SA can be straightforward when approached step-by-step. This guide aims to assist users in accurately completing these forms by providing clear instructions for each section.
Follow the steps to fill out the forms with ease.
- Press the ‘Get Form’ button to access the form and open it for editing.
- Begin by reviewing the basic information about each form: Form 1099-SA is used to report distributions from a health savings account, while Form 5498-SA is used for reporting contributions and information related to health savings accounts.
- Fill out Form 1099-SA: Enter the gross distribution in Box 1, using the appropriate code in Box 3 based on the distribution type, and ensure that Box 4 reflects the fair market value as of the account holder's date of death if applicable.
- Proceed to Form 5498-SA: Enter the total contributions made to the health savings account in Box 2, including any rollover contributions, and report the fair market value at year-end in Box 5.
- Double-check all the entries for accuracy, ensuring that any required boxes are checked and the correct codes are used for distributions.
- Once all fields are completed accurately, save your changes. You can then download, print, or share the filled forms as needed.
Start filling out your forms online today to ensure accurate reporting.
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What is the difference between Form 1099-SA and Form 5498-SA? Form 1099-SA reports distributions from an HSA, Archer MSA or MA MSA, whereas Form 5498-SA reports contributions to any of those accounts.
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