How Do You Fill Out IRS Form 1099-SA?
IRS Form 1099-SA, titled “Distributions From an HSA, Archer MSA, or Medicare Advantage MSA,” is sent to those taxpayers who received monetary disbursements from health savings accounts (HSAs) or medical savings accounts (MSAs). The recipient doesn’t complete it. Call (800) TAX-FORM or visit the IRS online form ordering website to obtain acceptable copies of Form 1099-SA to send to recipients. Although Form 1099-SA is available for viewing online, the e-version of the form is unacceptable to send to taxpayers or the Internal Revenue Service. Check the “Void” or “Corrected” box at the top of the 1099 form if applicable. Enter the Trustee’s/Payer’s name, street address, city, state and ZIP code in the first box. The Trustee/Payer is the organization or entity that disbursed the HSA/MSA money. Enter the Payer’s Federal identification number and the Recipient’s identification number in the two boxes beneath the first box. Below this, list the Recipient’s name, street address (including apar
