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 Form 5498 2013

2013-2025 Form

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Video instructions and help with filling out and completing Form 5498

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Instructions and help about Form 5498

we'll be going over IRS form 5498-sa HSA Archer MSA or Medicare Advantage MSA information so this is an informational tax return that's generally filed by account custodians so HSA administrators or MSA administrators and uh it's reported usually in the after tax season so uh between uh mid April and the deadline of May 31st taxpayers should expect to receive uh participant copies of this tax form so you don't have to do anything with this uh for your file for the filing of your tax return but in this video we'll cover down this information for people that might be interested and point out uh instances where you may want to have this information for reference um you know in case of tax audit or some other investigative matter so a couple of points of clarification uh IRS form 5498 there's a series of these documents so IRS form 5498 is specifically for IAS uh could be Roth IRAs traditional IRAs simple sep IRAs uh 5498-sa is for health sav

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