4 posts - 2 authors - Last post: Feb 7, 2006Form 5498-SA lists an amount under Box 2 (total contributions made in 2005). Found out this amount came from getting credit at pharmacy for .

Feb 9, 2011 – If all of your HSA distributions were for eligible medical expenses you will not owe any taxes or penalties. · Form 5498-SA - Contribution Report. .

Tips for reading the Form 5498 and cross-checking it with your tax return. . Contributions made to various types of IRA, HSA, MSA, and ESA plans,; The fair .

IRS Form 8889 is the key reporting vehicle for HSAs. . Form 5498-SA from the HSA trustee, which will show the amount contributed to your HSA during . You must file a Form 8889 with your federal income tax return if, during the taxable year, .

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Jump to IRS Form 5498-SA‎: IRS Form 5498-SA provides the total amount of contributions credited to your HSA for 2010. Rollover amounts and year-end .

File Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare .

Jump to Why did I receive a Form 5498-SA for my rollover from one Archer . ‎: A rollover occurs when money is distributed from one tax-deferred account and is . As directed trustee of the HSA . contribution on Form 5498-SA. .

Apr 3, 2011 – We have recently heard from some HSA accountholders who have mistakenly been told by their tax advisors that they need form 5498-SA now. .

Jan 7, 2011 – As tax time approaches, many HSA account holders may wonder what . Your HSA administrator will also send you Form 5498-SA by May 31. .

The second form sent to you is Form 5498-SA. This form is sent out no later than May 31st, but definitely after the tax filing deadline of April 15. Form 5498-SA .

The second form sent to you is Form 5498-SA. This form is sent out no later than May 15, but definitely after the tax filing deadline of April 15. Form 5498-SA .

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Q: What is Form 5498-SA? A: It is a required IRS form that reports the total contributions you made to your HSA in and for the tax year covered by the Form. .

Feb 16, 2011 – Tax form 5498-SA: This form reports contributions made to an account holder's Health Savings Account (HSA) by the account holder or by an .

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File Format: PDF/Adobe Acrobat - Quick View

File Format: PDF/Adobe Acrobat - Quick View

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IRS Form 5498-SA (PDF) This form informs you of the contributions made to your HSA in that particular tax year. Because you can make contributions to your .

Do I owe taxes on the distributions from my HSA? Where do I find the total . You should receive Form 5498-SA from the Trustee of your HSA. This form will show .

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5 posts - 3 authors - Last post: Mar 31, 2010Wondering if the info from Form 5498-SA is to be entered anywhere in the software. I see Form 8853 in ProSeries, but my client has an HSA not an Archer . it is for informational purposes only and not entered in the tax return. .

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Jump to What is Form 5498-SA?‎: This form is used to report all contributions to the HSA in a given tax year to the Internal Revenue Service (IRS). Chase .

Forms 5498, or Form 5498 SA, notify the IRS of contributions made to your HSA during the tax year. Your financial institution will send the appropriate form(s) to .

2 posts - 1 author - Last post: Apr 12, 2006This is my first time filing taxes where I have had to deal with a health savings account. I know that I should consult a CPA, which I probably will.

Aug 22, 2011 – These contributions are normally reported on Form 5498-SA (for taxpayer . is subject to an additional tax for withdrawing funds from an HSA. .

You will also get a Form 5498-SA which lists all the contributions. . And if you live in a state which taxes HSA contributions (I do), you have to .

Mar 3, 2011 – If preparing tax returns that include HSA tax benefits is new to you, here's . HSA custodians are required to send IRS Form 5498-SA to you and .

Feb 4, 2011 – As tax time approaches, many HSA account holders may wonder what . IRS provides that Form 5498-SA can be sent until May 31 to ensure .

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Put the expertise of our Tax Professionals to work on your returns. Go . . Form 5498-SA - HSA, Archer MSA or Medicare Advantage MSA Information; Form 8853 .

Mar 3, 2011 – Tax form 5498-SA: This form reports contributions made to an account holder's Health Savings Account (HSA) by the account holder or by an .

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File Format: PDF/Adobe Acrobat - Quick View

The money you contribute to your HSA is tax-deductible and can be used to pay . .. Wells Fargo provides Form 1099-SA and Form 5498-SA for accountholders. .

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Mar 26, 2009 – These transfers, referred to as qualified HSA funding distributions . Instead, individuals are required to claim any associated tax benefits on their tax returns. . The instructions for Box 2 of Form 5498-SA, states the issuing .

This form is sent out no later than May 15, but definitely after the tax filing deadline of April 15. Form 5498-SA cannot be sent any earlier because taxpayers have .

Jul 28, 2011 – IRS Form 5498-SA provides you with all the contributions made to your Health Savings Account in that tax year. This information is used to .

Aug 11, 2008 – The data on the form is entered someplace else on the tax return like the HSA form. The 5498-SA should have instructions or you should be .

For a printable list of items you will need to maintain each year for HSA tax . In May, E Federal Credit Union will send IRS Form 5498-SA to members and to the .

Contributions to a health savings account (HSA) are tax deductible. . Insurance companies report your HSA contributions to the IRS using Form 5498-SA. .

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5 posts - 4 authors - Last post: Sep 7, 2007HSA. Now what I am confused about is everything in Turbo tax for the form 8889 does not correspond to the form 5498sa given by the HSA's .

As tax time approaches, many HSA account holders may wonder what special steps they must . First Horizon Bank will also send you Form 5498-SA by May 31 . .

Jump to How do I get tax forms?‎: How do I get IRS tax forms, publications and information relating to HSAs? . Some forms, such as Forms 1099-SA and 5498-SA, which . Form 8889, available on the IRS Web site, is completed by you. .

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