IRS 5498-SA 2017 free printable template
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Future developments. For the latest information about developments related to published go to www.irs.gov/form5498sa. Copy C For Trustee Certain To complete Form 5498-SA use Returns and The 2017 Instructions for Forms 1099-SA and 5498-SA. This amount isn t included in box 1 2 or 3. Box 5. Shows the fair market value of your HSA Archer MSA or MA MSA at the end of 2017. Other information. The trustee of your HSA Archer MSA or MA MSA may provide other information about your account on this...
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How to fill out 2017 5498 sa form
How to fill out 2017 5498 sa form
01
Gather all necessary information such as your personal details, social security number, and the type of IRA account you have.
02
Download or obtain a copy of the 2017 5498 SA Form from the IRS website or a tax preparation software.
03
Start filling out the form by entering your personal information in the designated fields. This includes your name, address, and social security number.
04
Indicate the type of IRA account you have by selecting the appropriate option on the form.
05
Enter the contribution information for the tax year 2017. This includes the amount you contributed to your IRA and the date of contribution.
06
If you made excess contributions or recharacterizations, provide the necessary details in the appropriate sections of the form.
07
If you made a qualified HSA funding distribution, ensure that you provide the required information accurately.
08
Double-check all the information provided on the form for accuracy and completeness.
09
Sign and date the form.
10
Keep a copy of the completed form for your records and submit it to the IRS as directed.
Who needs 2017 5498 sa form?
01
Individuals who made contributions to their IRA (Individual Retirement Account) or made qualified HSA funding distributions in the tax year 2017 need to fill out the 2017 5498 SA form. This form is used to report contributions to traditional, Roth, SEP, or SIMPLE IRAs, as well as to report contributions to Archer MSAs (Medical Savings Accounts). It is also used to report any excess contributions or recharacterizations made during the tax year.
Instructions and Help about 2017 5498 sa form
The form 5498-sa is a form designed by the IRS to report contributions to health savings plans archer medical savings accounts and medicare advantage mass the deadline to do so is June 30th 2021 e-filing with tax bandits is simply secure and accurate to get started either log in to your tax bandits account or create a free account once you've signed in select the form 5498 and the tax year you want to file for next enter the trustee's basic information or select it from your address book check the box if you want to provide the participant with online access click save and continue next enter the participants' information then click save and continue finally enter the form information on lines one through six when you're finished click save and continue then review your filing summary select your required services and pay your filing fee now all that's left to do is click the green button to transmit your form to the IRS e-file your form 5498-sa now at taxbandit.com
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