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E-File Form 5498-SA Online
Looking to report HSA, Archer MSA, or Medicare Advantage MSA contributions? File Form 5498-SA quickly and accurately through our IRS-authorized e-file solution.
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What is Form 5498-SA?
Form 5498-SA is an IRS tax form used to report contributions made to a Health Savings Account (HSA), Archer Medical Savings Account (MSA), or Medicare Advantage MSA including rollover and Fair market value of HSA, Archer MSA, or MA MSA. Trustee will file this form for each person to whom they have maintained an account.
How to Complete IRS Form 5498-SA in 3 Easy Steps
TaxZerone makes filing quick & secure—just 3 steps to get it done.
Enter the required details
Provide the issuer’s and participant's name, TIN, address and Participant’s account number
Provide contribution details
Enter the total contribution details, Rollover contributions, Fair market value and choose the account type.
Review & Transmit to IRS
Review and transmit your tax form to the IRS, then issue a Participant’s copy via Zeronevault or postal mailing.
Features that TaxZerone offers for filing 5498-SA
Enjoy the below mentioned benefits of tax Form 5498-SA with TaxZerone today
IRS Authorized
TaxZerone is an IRS-authorized e-file service provider, ensures your forms are filed accurately to get a faster acceptance
Fast and Easy E-Filing
TaxZerone’s user-friendly interface simplifies the filing process, allowing you to file Form 5498-SA quickly and easily.
IRS Compliance
To ensure IRS compliance, your given information is automatically verified for any errors and helping you to avoid penalties.
Real-Time updates
You can get real-time notifications about the status of Form 5498-SA at every stage after submission via Email and SMS
Secure Platform
TaxZerone uses advanced encryption and security measures to protect your personal and financial information.
Friendly Support
Need assistance to file form? Our dedicated friendly support team is here to help you via Phone (English & Spanish), Email and in live chat.
Deadline for filing Form 5498-SA
Send FMV statement
Deadline: January 31, 2025
Send a Fair Market Value statement of the account to each participant
File with the IRS (e-file)
Deadline: June 02, 2025
File electronically with IRS for faster and smooth processing
Send Participant Copies
Deadline: June 02, 2025
Ensure participant copies are delivered using Zeronevault or postal mailing
Stay IRS compliant by securely filing with TaxZerone.
TaxZerone provides quick and safe electronic submission of Form 5498-SA to the IRS.
Frequently Asked Questions
1. Who receives Form 5498-SA?
Participants who have a Health Savings Account, Archer Medical Savings Account, or Medicare Advantage MSA and made contributions or had rollover amounts in a tax year receives this Form 5498-SA from trustee of their account.
2. When is the last date to file Form 5498-SA?
The last date to e-file Form 5498-SA with IRS and to send participant copy is May 31, 2025. Also, issue a Fair Market Value statement (FMV) of participants account before January 31, 2025.
3. What information is required to e-file Form 5498-SA?
- Trustee’s information - Name, TIN, Address, Phone Number
- Participant's information - Name, TIN, Account number, Address and Account Type
- Contributions Details:
- Total contributions made
- Total HSA or Archer MSA contributions
- Rollovers Contributions
- Fair market value
4. What is the difference between Form 1099-SA and Form 5498-SA?
Form 1099-SA is to report distributions from a Health Savings Account (HSA), Archer Medical Savings Account (MSA), or Medicare Advantage MSA. The account holder receives 1099-SA from the HSA provider to know the distributions are taxable.
Form 5498-SA is to report contributions made to an HSA, Archer MSA, or Medicare Advantage MSA, including rollovers and fair market value. The HSA provider sends this form to both the IRS and the account holder.
Related Resources
Form 5498-SA Instructions
Refer to the Form 5498-SA Instructions for an easy and accurate filing with TaxZerone.
Form 5498-SA Due Date
Learn more about the Form 5498-SA due date and ensure timely submission with TaxZerone.
About TaxZerone®
TaxZerone® is an IRS-authorized e-file service provider that helps businesses and individuals file multiple IRS forms, such as excise, employment tax, extension, information returns, and tax-exempt forms, easily and securely.
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