The 5498-SA is the IRS form that reports all contributions to your HSA for the prior year (2023), including those contributed between Jan. 1 and the tax filing deadline of the current year. It also ...

Form 5498-SA -- which shows the total amount of contributions made to an HSA from any source for the previous plan year (2018 in this case) -- will be available in mid-May. The form typically is not ...

HSAs provide excellent tax benefits; the IRS, however, requires information reporting to make sure individuals follow the rules. The account owner’s role in this process is to attach IRS Form 8889 to ...

HSA account owners that mistakenly take distributions from their HSAs have an opportunity to fix the mistake through special rules for the return of mistaken distributions. 1 The HSA account owner has ...