You will receive a Form SA that shows the total amount of your annual distributions (i.e. money you used) reported in box 1. Provided you only use the. Form SA. Cat. No. D. Distributions. From an HSA,. Archer MSA, or. Medicare Advantage. MSA. Copy A. For. Internal Revenue. Service Center. About Form SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA. health savings account (HSA), Medicare Advantage Medical Savings Account (MA MSA).
Form SA is used for the reporting of any distributions made from a health savings account or medical savings account. Form SA, Distributions From a Health Savings Account (HSA), Archer Medical Savings Account (MSA) or Medicare Advantage MSA, and. You will receive the IRS Form SA and IRS Form SA either by mail or electronically (based upon your elected delivery preference). These IRS tax.
Your Form SA for Your Health Savings. Account (HSA). This form is for illustrative purposes only. You may receive more than one Form SA, because. The IRS requires Form SA to be issued to an HSA beneficiary who took out a distribution from his health or medical savings account in the past year. The SA tax form is used to report distributions from a health savings account (HSA). Basic information. HealthEquity provides this form if.
Please use the information in your SA form, available online, to fill out IRS tax form Form is the only one you need to submit with your taxes. Form SA is a tax form that totals your Health Savings Account distributions for a year. We review the instructions, boxes, and distribution. IRS form SA reports distributions from health savings accounts (HSAs) and medical savings accounts (MSAs). Distributions are. Q. What is a SA statement? A. This statement reports the distributions made from your Health Savings Account for the calendar year. Chase also. Form SA is used to report the amount of distributions (withdrawals) made from your HSA account during the taxable year. Form reports all. Future Developments. For the latest information about developments related to Forms SA and SA and their instructions, such as legislation enacted. Remember, HSA and Archer distributions generally aren't taxable if you use them to pay for qualified health expenses. So again, for many people a SA is. Depending on the type of SA, you will enter it on one of the following screens: screen (for Health Savings Accounts HSAs); screen (for Archer. It's tax time! If you have an HSA, your SA tax forms have been mailed. But don't wait until then to get them! Log on to your PayFlex account and access your . Health Savings Account (HSA) distributions are reported on IRS Form SA Distributions from an HSA, Archer MSA, or Medicare Advantage MSA and the.