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 ...

Tax forms can be confusing and a hassle, but you don't even have to file a 5498 form. Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated.

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 ...

Form 5498 documents individual retirement account (IRA) contributions, rollovers and distributions. You don’t need to fill it out or send it to the IRS — just keep it for your records. Many, or all, ...

My former employer has reported a higher amount of money contributed to my HSA account for 2007. The amount shown on the form 5498-SA from the HSA bank shows one amount and the amount in box 12a on my ...

ROCK HILL, SC / ACCESSWIRE / June 2, 2021 / The Form 5498 Series is typically due to the IRS by May 31, however this year the IRS has extended the deadline. For tax year 2020, the Forms 5498 must be ...

Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated. It's a benign, and even helpful, form. What's so great about it? Well, you don't have ...

Understanding the role of Form 5498 can help you with your tax preparation, can help keep your returns accurate, and when the time comes, it can help you take the correct required minimum ...