2727VOIDCORRECTEDTRUSTEES name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number1 Employee or selfemployed persons Archer MSA contributions.
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How to fill out the IRS 5498-SA online
The IRS 5498-SA is an important form for reporting contributions to Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), and Medicare Advantage MSAs. This guide will provide step-by-step instructions to help you accurately fill out the form online.
Follow the steps to complete the IRS 5498-SA online.
- Click ‘Get Form’ button to access the form and open it in your editing platform.
- Enter the trustee’s name, complete address, and telephone number in the designated section.
- Fill in Box 1 with the amount of Archer MSA contributions made by the employee or self-employed person for the year 2022 and through April 18, 2023.
- Complete Box 2 with the total contributions made for the year 2022.
- Provide the total HSA or Archer MSA contributions made in 2023 for the year 2022 in Box 3.
- Document any rollover contributions in Box 4.
- In Box 5, enter the fair market value of the HSA, Archer MSA, or Medicare Advantage MSA at the end of 2022.
- Indicate the type of account reported on the form in Box 6.
- Review all information for accuracy. Once everything is correctly filled out, save your changes, and choose from download, print, or share the form as needed.
Complete your IRS 5498-SA online today for accurate reporting.
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