5498-SA

What is Form 5498-SA?

Form 5498-SA is an essential tax form used to report contributions made to specific accounts. It is filed by trustees or custodians for each person for whom they maintained one of the following accounts:

Covered Accounts

• Health Savings Account (HSA)
• Archer Medical Savings Account (Archer MSA)
• Medicare Advantage MSA (MA MSA)

Who needs to file Form 5498-SA?

• Trustees or custodians of HSAs, Archer MSAs, or MA MSAs issue Form 5498-SA to account holders.
• A separate form is required for each type of plan.