Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information
File Form 5498-SA for each person for whom you maintained an HSA, Archer MSA, or Medicare Advantage MSA (MA MSA). You are required to file if you are the trustee or custodian of an HSA, Archer MSA, or MA MSA. A separate form is required for each type of plan.
Statements to Participants
If you are required to file Form 5498-SA, you must provide a statement to the participant.
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)
Other Items You May Find Useful:
Publication 542, Corporations
Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
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.
