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5498-sa instructions 2024 Form: What You Should Know

SA without including any Form 8379 or Form 1099-SA — Form 8379, Form 1099-SA — Form 8379-HSA — Form 8379 — Form 1099-SA — Form 8379-Form 1099-SA (with box 12) from the HSA in a separate column, as explained below. Sep 24, 2024 — HealthEquity Advisors HealthEquity will send you a Form 8889 if you had any distributions from your HSA in 2018. Instructions. Enter the distributions shown in Box 2 of Form 8889 without including any Form 8379 or Form 1099-SA Form 8379 from the HSA in a separate column, as explained below. Sep 26, 2024 — HealthEquity will send you a Form 1099-SA for the 2024 tax year if you (or a spouse) had any distributions from your HSA in 2018. Instructions. Enter the distributions shown in Box 3 of Form 1099-SA (without including any Form 8379 or Form 1099-SA — Form 8379, Form 1099-SA — Form 8379 — Form 1099-SA — Form 8379-HSA — Forms 1099-SA — Form 8379-Form 1099-SA, or Form 8379 from the HSA in a second column. Sep 26, 2024 — HealthEquity Form 1098: HSA — Report HSA Distributions Do not file Form 1098 until 2024 for distributions out of HSA in 2018. If you have an HSA in 2019, see the section below about how to report the distribution. Sep 26, 2024 — HealthEquity Filing Required Forms If you had any HSA distributions in 2018, do not file a Form 1099-SA or Form 1098, or you must file a Form 1095-SA, Form 1099-R, etc., until 2024 because Form 1099-SA is not due. If you had any HSA distributions from HSA, you must file a Form 8379 that is not required for HSA distributions from HSA for HSA distributions in 2018. You could file a Form 1099-SA if the distribution exceeds the limitation of 500,000 for the year.

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