Form 1099-SA

Form 1099-SA

A form that one files with the IRS to report payments made by a qualified medical savings plan. For example, the fiduciary of a health savings account files Form 1099-SA to report disbursements from the account.
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1099-SA & 5498-SA: Excess employer contributions (and the earnings on them) withdrawn from employee HSAs by the employer should not be reported as a distribution on Form 1099-SA or as a contribution on Form 5498-SA.
3) How much we withdrew from our account (reported on Form 1099-SA, sent to us by our HSA administrator in late January), and
Form 1099-SA is required to report all distributions made from the account, whether paid to account beneficiaries or directly to a medical service provider.