About Form 5498-SA, HSA, Archer MSA, Or Medicare Advantage ...

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About Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information

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If you are the trustee or custodian of a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA (MA MSA) file Form 5498-SA for each person for whom you maintained an HSA, Archer MSA, or MA MSA. A separate form is required for each type of plan.

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Form 5498-SA PDF

Instructions for Forms 1099-SA and 5498-SA (Print version PDF)

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All Form 5498-SA revisions

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About Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA About Form 8851, Summary of Archer MSAs Page Last Reviewed or Updated: 28-Jan-2026
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