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 5498-SA

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2022. obrazac 5498-SA

Informacije o HSA, Archer MSA ili Medicare Advantage MSA

Form 5498-SA is a document related to Health Savings Account (HSA), Archer Medical Savings Account (MSA), or Medicare Advantage MSA. It provides information about trustee, participant's details, contributions made in 2024 and 2025, rollover contributions, fair market value of the account, and types of accounts. Participants can deduct their contributions on their tax return. Employer contributions are shown in Form W-2 with different codes. The document does not attach to income tax return but should be kept for records.

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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 5498-SA

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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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Porezni obrasci

Obrazac 5498-SA je jedan od poreznih obrazaca koji su dokumenti koji se koriste za prijavu prihoda, odbitaka i poreznih obveza relevantnom poreznom tijelu. Ovi su obrasci bitan dio procesa podnošenja poreznih prijava i koriste se kako bi se osiguralo da pojedinci i tvrtke poštuju porezne zakone i točno izračunaju svoje porezne obveze.

Posebni potrebni porezni obrasci mogu se razlikovati ovisno o čimbenicima kao što su status prijave pojedinca, izvori prihoda i porezni zakoni zemlje. Međutim, evo nekih uobičajenih vrsta poreznih obrazaca:

Obrasci za porez na dohodak pojedinaca: Ovi se obrasci, poput serije 1040 u Sjedinjenim Državama, koriste pojedincima da prijave svoje prihode, traže odbitke i kredite te izračunaju svoje porezne obveze.

Poslovni porezni obrasci: Tvrtke, uključujući samostalne poduzetnike, partnerstva, korporacije i samozaposlene pojedince, možda će morati podnijeti različite obrasce za prijavu svojih prihoda, troškova i dugovanih poreza. Primjeri uključuju Prilog C (Dobit ili gubitak od poslovanja) i Obrazac 1120 (Prijava poreza na dobit korporacija u SAD-u).

Porezni obrasci za zaposlenje: Poslodavci su dužni prijaviti plaće zaposlenika te zadržati i doznačiti poreze na plaće. U tu svrhu koriste se obrasci kao što su W-2 (Izjava o plaći i porezu) i 941 (Kvartalna prijava saveznog poreza poslodavca).

Obrasci za investicijske i mirovinske račune: Ovi se obrasci koriste za prijavu prihoda od ulaganja, kapitalnih dobitaka i gubitaka, kao i doprinosa i raspodjela s mirovinskih računa. Primjeri uključuju obrazac 1099-DIV (Dividende i raspodjele) i Obrazac 5498 (Informacije o doprinosu IRA-e).

Obrasci za porez na nekretnine i darove: kada osoba premine ili da značajne darove, posebni obrasci kao što je Obrazac 706 (Povrat poreza na imovinu Sjedinjenih Država (i Generation-Skipping Transfer)) i Obrazac 709 (United States Gift (and Generation- Skipping Transfer) Tax Return) koriste se za prijavu i izračun svih primjenjivih poreza na nekretnine ili darove.

Važno je napomenuti da se porezni zakoni i obrasci mogu mijenjati tijekom vremena, pa bi se pojedinci i tvrtke trebali posavjetovati s nadležnim poreznim tijelima ili potražiti profesionalni porezni savjet kako bi osigurali usklađenost s trenutačnim zahtjevima.

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