Do I need to file Form 5498-SA if my HSA or Archer MSA had no contributions for the year?

If there were no contributions made during the year, you are not required to file Form 5498-SA with the IRS. However, you must furnish a statement of the December 31, 2023, FMV of the participant's account to the participant by January 31, 2024. If no statement is provided, the participant may be required to file Form 5498-SA with the IRS.

What information should be reported in Box 2 of Form 5498-SA?

Box 2 of Form 5498-SA is used to report total HSA or Archer MSA contributions made during the current taxable year, including qualified HSA funding distributions received from an IRA.

What information should be reported in Box 1 of Form 5498-SA?

Box 1 of Form 5498-SA is used to report Archer MSA contributions made by an employee or self-employed person for the current and prior year.

What is the due date for filing Form 5498-SA with the IRS?

Form 5498-SA must be filed with the IRS by May 31 following the calendar year for which the information is being reported.

Who must file Form 5498-SA?

Trustees or custodians of HSAs and Archer MSAs are required to file Form 5498-SA with the IRS and furnish a statement to each participant (or beneficiary) by May 31 following the calendar year for which the information is being reported.

What should I do if there were both HSA and Archer MSA contributions made during the year?

If you are filing Form 5498-SA for an HSA and an Archer MSA, you must report contributions for each plan type separately. Report contributions to the HSA in box 2a, and contributions to the Archer MSA in box 3.

What forms are required for reporting contributions, distributions, and fair market values for HSAs and Archer MSAs?

Form 5498-SA is used to report contributions, distributions, and fair market values for Health Savings Accounts (HSAs) and Archer Medical Savings Accounts (Archer MSAs).

Can I designate an account number for multiple Forms 5498-SA?

Yes, you may designate a unique account number for each Form 5498-SA that you file. This will help to prevent confusion when processing multiple forms.

What information is reported in Box 4 of Form 5498-SA?

In Box 4, you report rollover contributions received during the year. These are contributions that were made to another HSA, Archer MSA, or MA MSA and rolled over to the current plan.

Obrazac 1099-SA

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Obrazac 1099-SA (Rev. 11-2019)

Distribucije iz HSA, Archer MSA ili Medicare Advantage MSA

Form 1099-SA reports distributions from Health Savings Accounts (HSAs), Archer MSAs, and Medicare Advantage MSAs. Trustees or payers must provide this form to recipients and the IRS. Recipients report these distributions on their individual income tax returns.

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Upute za obrasce 1099-SA i 5498-SA - 2022 Upute za obrasce 1099-SA i 5498-SA

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Obrazac 1099-SA

PITANJA

Do I need to file Form 5498-SA if my HSA or Archer MSA had no contributions for the year?
If there were no contributions made during the year, you are not required to file Form 5498-SA with the IRS. However, you must furnish a statement of the December 31, 2023, FMV of the participant's account to the participant by January 31, 2024. If no statement is provided, the participant may be required to file Form 5498-SA with the IRS.
What information should be reported in Box 2 of Form 5498-SA?
Box 2 of Form 5498-SA is used to report total HSA or Archer MSA contributions made during the current taxable year, including qualified HSA funding distributions received from an IRA.
What information should be reported in Box 1 of Form 5498-SA?
Box 1 of Form 5498-SA is used to report Archer MSA contributions made by an employee or self-employed person for the current and prior year.
What is the due date for filing Form 5498-SA with the IRS?
Form 5498-SA must be filed with the IRS by May 31 following the calendar year for which the information is being reported.
Who must file Form 5498-SA?
Trustees or custodians of HSAs and Archer MSAs are required to file Form 5498-SA with the IRS and furnish a statement to each participant (or beneficiary) by May 31 following the calendar year for which the information is being reported.
What should I do if there were both HSA and Archer MSA contributions made during the year?
If you are filing Form 5498-SA for an HSA and an Archer MSA, you must report contributions for each plan type separately. Report contributions to the HSA in box 2a, and contributions to the Archer MSA in box 3.
What forms are required for reporting contributions, distributions, and fair market values for HSAs and Archer MSAs?
Form 5498-SA is used to report contributions, distributions, and fair market values for Health Savings Accounts (HSAs) and Archer Medical Savings Accounts (Archer MSAs).
Can I designate an account number for multiple Forms 5498-SA?
Yes, you may designate a unique account number for each Form 5498-SA that you file. This will help to prevent confusion when processing multiple forms.
What information is reported in Box 4 of Form 5498-SA?
In Box 4, you report rollover contributions received during the year. These are contributions that were made to another HSA, Archer MSA, or MA MSA and rolled over to the current plan.

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Savezni porezni obrasci

Obrazac 1099-SA jedan je od saveznih poreznih obrazaca koji su dokumenti koji se koriste za prijavu i podnošenje saveznih poreza na dohodak Poreznoj upravi (IRS) u Sjedinjenim Državama. Ove obrasce koriste pojedinci, tvrtke i organizacije za prijavu svojih prihoda, odbitaka i drugih relevantnih informacija potrebnih za izračun saveznih poreznih obveza.

Najčešće korišten savezni porezni obrazac je obrazac 1040, koji koriste pojedinačni porezni obveznici za prijavu poreza na dohodak. Drugi često korišteni obrasci uključuju Obrazac 1065 za partnerstva, Obrazac 1120 za korporacije i Obrazac 990 za organizacije oslobođene plaćanja poreza.

Savezni porezni obrasci obično zahtijevaju od poreznih obveznika da prijave različite izvore prihoda, kao što su nadnice, plaće i napojnice, kao i prihod od ulaganja, iznajmljivanja nekretnina i drugih izvora. Obrasci također omogućuju poreznim obveznicima traženje odbitaka i kredita za razne troškove, kao što su dobrotvorni prilozi, kamate na hipotekarni kredit i troškovi zdravstvene zaštite.

Važno je podnijeti savezne porezne obrasce točno i na vrijeme, jer nepoštivanje toga može rezultirati kaznama i kamatama od Porezne uprave.

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