Looking for an efficient way to file 5498-SA online? IRS approved Tax1099 allows you to
eFile your 5498-SA 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-SA.
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-SA for each person for whom such HSA, Archer MSA, or MA MSA has
been maintained. A separate Form is required for each type of plan.
Should You File 5498-SA With The IRS?
If you received as a custodian, Contributions to an health
savings account (HSA), Archer medical savings account (Archer MSA), or
Medicare Advantage MSA (MA MSA) during 2024.
You must report the receipt of a rollover from one Archer
MSA to another Archer MSA, and receipt of a rollover from an Archer MSA or
an HSA to an HSA
3. In the year an HSA, Archer MSA, or MA MSA owner dies,
generally you must file a Form 5498-SA and furnish a statement for the
decedent.
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 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
Monday - June 2nd, 2025
Recipient Copy: (Other types of IRAs) by
Monday - June 2nd, 2025
eFile Form 5498-SA with the IRS by
Monday - June 2nd, 2025
5498-SA eFile Info
Electronically-filed 5498-SA Forms are Directly Transmitted to the IRS from
Tax1099.
You will receive IRS acknowledgement of your eFile
by email within 3 - 7 business days.
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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.