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Simplify HSA Reporting: E-file Your Form 1099-SA Electronically

Simplify tax reporting for health savings account (HSA) distributions by electronically submitting Form 1099-SA to the IRS.

E-file Form 1099-SA

Takes less than 5 minutes

Affordable Price for E-Filing

Get started for as little as $2.49 per form, with rates decreasing to just $0.59 per form for larger quantities.

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For your return volume

E-file Form 1099-SA in just 3 Clicks!

File Information Returns Electronically: Get Started with TaxZerone Today

3 Simple steps to complete your Form 1099-B e-filing
  • Fill out Form 1099-B

    Fill out Form 1099-SA

    Enter all required information for the payer and recipient, including gross distribution.

  • Review & transmit the return

    Review & transmit the return

    Give your forms a final review for accuracy before submitting it to the IRS.

  • Send the recipient copy

    Send the recipient copy

    Get a copy right to the recipient instantly with electronic delivery through ZeroneVault.

E-file Form 1099-SA

Takes only 3 steps

Why choose TaxZerone for Form 1099-SA e-filing?

Effortless IRS filing - Discover TaxZerone.

Smart IRS validations

Smart IRS validations

TaxZerone's real-time validation ensures your 1099-SA forms are error-free, saving you from rejection headaches.

Supports bulk upload

Bulk upload support

Say Goodbye to Manual Data Entry! TaxZerone's Bulk Upload Saves You Time

Email recipient copies

Email recipient copies

Simplify Your 1099 Process: Secure Electronic delivery Meets Deadlines with TaxZerone

Competitive pricing

Competitive pricing

Streamline Your 1099-SA forms Reporting: Enjoy Competitive Rates & Reliable E-filing with TaxZerone

Simplified form-based filing

Simplified form-based filing

Effortless E-filing: Skip Complex Interfaces with TaxZerone's Form-Based Approach

Guided filing

Guided filing

Unsure How to File Your 1099s Correctly? TaxZerone Offers Clear Instructions & On-Demand Support to Eliminate Errors.

Stress-Free HSA Reporting:E-file Your 1099-SA with Confidence

Simplify your e-filing! TaxZerone makes it fast, easy, and stress-free.

E-file Form 1099-SA

Takes 3 steps and less than 5 minutes

Frequently Asked Questions

1. What is the purpose of Form 1099-SA?

Form 1099-SA, titled "Distributions From an HSA, Archer MSA, or Medicare Advantage MSA," serves a key role in reporting health savings account (HSA) activity to the IRS. It reports the amount of money distributed from these accounts to the account holder throughout the year.

2.Who needs to file Form 1099-SA?

The responsibility of filing Form 1099-SA falls on you if you're considered a trustee or custodian of a health savings account (HSA), Archer MSA, or Medicare Advantage MSA. In simpler terms, if you manage these accounts and a holder withdraws $600 or more in a calendar year, you'll need to file a Form 1099-SA for each account holder.

Here's a breakdown of who typically files Form 1099-SA:

  • Banks that offer HSAs
  • Insurance companies that administer HSAs
  • Other financial institutions that act as HSA custodians
It's important to note that the account holder themself does not file Form 1099-SA. They will receive a copy of the form you file for their tax records.

3. When is the deadline to file Form 1099-SA?

Below is a detailed breakdown of Form 1099-SA deadlines for the 2023 tax year:
  • The deadline to share recipient copies: January 31, 2024
  • The deadline to file Form 1099-SA (if you’re paper filing): February 28, 2024
  • The deadline to file Form 1099-SA (if you’re e-filing): April 01, 2024

4. What information is required to e-file Form 1099-SA?

To e-file Form 1099-SA, you'll need some details about the account holder and their withdrawals:
  • Account holder info: Name, address, Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN).
  • Withdrawal details: Amount withdrawn in the year (if it's $600 or more) and any medical expense codes (if applicable).
Think of it like this: You're telling the IRS how much money the account holder took out and (if known) what they used it for medically.