The 5498-SA is the IRS form that reports all contributions to your HSA for the prior year (2023), including those contributed between Jan. 1 and the tax filing deadline of the current year. It also ...

SAN JOSE, CA, UNITED STATES, May 28, 2025 /EINPresswire.com/ -- With the June 2, 2025, deadline to file the Form 5498 series for the 2024 tax year just days away ...

A few days ago, "Joe," age 49, received an IRS Form 5498 from his financial institution that looked at first blush like a report of a contribution to his IRA (individual retirement arrangement).

HSAs provide excellent tax benefits; the IRS, however, requires information reporting to make sure individuals follow the rules. The account owner’s role in this process is to attach IRS Form 8889 to ...