1099-SA · e-file
Report the distributions your institution paid from each HSA, Archer MSA, or MA MSA — one return per plan type — and e-file to the IRS.
From $3.50 per record — down to $0.80 at volume. Corrections at no charge.
Distributions from HSAs, Archer MSAs, and Medicare Advantage MSAs — for the trustees and custodians of the accounts.
The IRS e-file deadline for the 1099-SA is March 31 of the year after the tax year.
Enter your records early and pick a release date — checkout holds them until then, and warns you before any chosen date would file late.
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