If you are the trustee or custodian of a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA (MA MSA) file Form 5498-SA for each person for whom you maintained an HSA, Archer MSA, or MA MSA. A separate form is required for each type of plan. Current Revision Form 5498-SAPDF Instructions for Forms 1099-SA and 5498-SA (Print VersionPDF) Recent Developments Filing Extension and Other Relief for Form 1040 FilersPDF --29-MAR-2021 Form 5498-SA due date postponed to August 31, 2020 (Notice 2020-35)PDF -- 29-MAY-2020 Taxpayer Relief for Certain Tax-Related Deadlines Due To Coronavirus Pandemic -- 14-APR-2020 Other Items You May Find Useful All Form 5498-SA Revisions About General Instructions for Certain Information Returns (Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G) About Publication 542, Corporations Other Current Products Related Items About Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA About Form 8851, Summary of Archer MSAs
