Looking for an efficient way to file 5498 online? IRS approved Tax1099 allows you to
eFile your 5498 with security and ease, all online. IRS Form 5498 is used to report Every
Trustee or Custodian of a Health Savings Account (HSA), Archer Medical Savings Account
(Archer MSA), or Medicare Advantage MSA (MA MSA) is required to File Form 5498.
With Tax1099, you can schedule the date that your forms are transmitted to
the IRS. Scheduling your forms gives you time between when we email/USPS your
forms to vendors and when we send the forms to the IRS. This is useful because
your vendors may have edits to make. You can make those changes in Tax1099
before the scheduled date at no extra charge. We automatically schedule your IRS
eFile transmission at a week away from when you submit, or by the deadline. You
can edit this date to match your preference.
Filing Type
Due Date
Recipient Copy: (Only for FMV & RMD) by
Friday- January 31, 2025
Recipient Copy:(Other types of IRAs) by
Monday- June 2nd, 2025
IRS eFile
Monday- June 2nd, 2025
IRS Paper Filing
Monday- June 2nd, 2025
5498 eFile Info
Electronically-filed 5498 Forms are Directly Transmitted to the IRS from
Tax1099.
You will receive IRS acknowledgement of your eFile
by email within 3 - 7 business days.
*Read more on Pricing below
The CFSFP Combined Federal State Filing Program allows parts of your federal eFile to be transmitted to the state at no extra charge. Non-participating states must receive a direct file. Learn more about state filing here.