IRS Logo
Print

Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information

Trustees and custodians of Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), and Medicare Advantage Medical Savings Account (MA MSA) file this form for each person for whom they maintained an HSA, Archer MSA, or Medicare Advantage MSA (MA MSA). A separate form is required for each type of plan.


Current Products

Form 5498-SA

Instructions for Form 1099-SA and 5498-SA (HTML)

General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G)


Recent Developments

 


Other Items You May Find Useful:

All Form 5498-SA Revisions

Publication 542, Corporations

Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Other Current Products


Comment on Form 5498-SA

Send us an email or use the Comment on Tax Forms and Publications web submission form to provide us feedback on the content of the products we give you to help you comply with tax law.

Caution: If you have a tax-related question, please go to Help With Tax Questions or call our toll-free number at 1-800-829-1040 (Individuals) or 1-800-829-4933 (Business). We cannot respond to tax-related questions submitted from this page.

Information reporting customer service site. If you have questions about reporting on forms 1096, 1097, 1098, 1099, 3921, 3922, 5498, W-2, W-2C, W-2G, W-3 and W-3C, you may call a toll-free number, 1-866-455-7438 or 304-263-8700 (not toll free). For TTY/TDD equipment, call 304-579-4827 (not toll free). The hours of operation are Monday through Friday from 8:30 a.m. to 4:30 p.m., Eastern time.

Although we cannot respond individually to each email, we do appreciate your feedback and will consider your comments as we revise our tax products.

Page Last Reviewed or Updated: 2013-04-02