Get Irs 5498-sa 2022-2026

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.

1. Click ‘Get Form’ button to access the form and open it in your editing platform.
2. Enter the trustee’s name, complete address, and telephone number in the designated section.
3. 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.
4. Complete Box 2 with the total contributions made for the year 2022.
5. Provide the total HSA or Archer MSA contributions made in 2023 for the year 2022 in Box 3.
6. Document any rollover contributions in Box 4.
7. In Box 5, enter the fair market value of the HSA, Archer MSA, or Medicare Advantage MSA at the end of 2022.
8. Indicate the type of account reported on the form in Box 6.
9. 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.