File 5498-SA Online


Are you looking for where to file 5498-SA online? IRS approved Tax1099.com 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.

# of Forms 1-10 11-100 101-500 501+ 1k+
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What is IRS 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.

When would you need to file a Form 5498-SA?

IRS Form 5498-SA 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

  • 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 2020.
  • 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.
  • For more, visit www.irs.gov

5498-SA Deadline and Important Dates

With Tax1099.com, 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 Feb 1, 2021
Recipient Copy: (Other types of IRAs) by Jun 1, 2021
E-File Form 5498-SA with the IRS by Jun 1, 2021

5498-SA eFile Info


E-file Your Tax with Tax1099

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.

5498-SA eFile Service Pricing

Form 1099 MISC Tax Savings
# of Forms 1-10 11-100 101-500 501+ 1k+
Pricing Tier $2.90/form $1.90/form $.90/form $.55/form Contact us!

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