SOFTWARE       for filing of all 1095-B, 1095-C, 1097, 1098, 1099, 3921, 3922, 5498, 8027, 8955-SSA, 8966 FATCA Report, W-2, W-2C, W-2G, and 1042-S tax forms.
Order Online or Call
phone icon
(877) 380-6474 (480) 706-6474 (480) 460-1052
IRS Form 1099-SA 1099-SA Software

1099-SA Software (Tax Year 2023)

Distributions From an HSA, Archer MSA, or Medicare Advantage MSA


Use the software today!  Order online and the shopping cart will e-mail you instructions on how to activate the software.


Software

1099-SA Electronic Filing Software
$289.95

Software requires a transmitter control code (TCC) issued by the IRS.

Software imports up to 2,500 records. Additional 10,000 record increments can be purchased by calling sales at (480) 706-6474.

Outsourcing

Let out trained staff import your data from excel, print and mail, and electronically file on your behalf using our TCC number. We work quickly and have experienced staff who can provide complete, secure outsourcing solutions. Starting as low as $399.

Outsourcing is a flat efilng fee based on each excel file up to and including 1,000 records. Please call our office at (480) 706-6474 for an individual quote.

1099-SA Software File Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, to report distributions made from HSA, Archer MSA, or Medicare Advantage MSA (MA MSA). The distribution may have been paid directly to a medical service provider or to the account holder. A separate return must be filed for each plan type.

New Paper/Electronic Filing Threshold...
IRS mandates electronic filing of 10 or more information returns. The new threshold is effective for information returns beginning tax year 2023. FIRE TCC holders who submitted their TCC application prior to September 26, 2021, must complete and submit a new application and verify their identity through ID.me, an IRS provider of sign-in services. 1099-SA Software

Import...
Simply import the data from Excel. Sample excel worksheets can be downloaded from this site.

File Directly to the IRS...
1099-SA software will generate a file formatted according to Publication 1220, Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G. The system is updated each year to reflect format changes that are made by the IRS. 1099FIRE is the only company to offer OneTouch E-Filing. One click of a button will automatically upload data directly to the IRS FIRE system using your login credentials. A receipt of your file will be displayed on screen.

1099-SA software is valid for the tax year 2023 season and prior tax years. Renewals can be purchased at a reduced cost.

Replacements, Corrections, Prior Years...
Need to file an original or a correction for a current or prior year? Not a problem. 1099-SA software let's you print and electronically file originals, replacements, or corrections for current or prior years.

Due Dates...
Furnish Copy B to the recipient by January 31. File electronically by March 31.

Related...
1099-SA software, 1099-SA form, Distributions From an HSA, 1099-SA forms, irs form 1099-SA, HSA distribution reporting, MSA distribution software, Health Savings Account reporting, Health Savings Account (HSA) distributions, Archer Medical Savings Account (MSA) distributions, Medicare Advantage MSA withdrawals, HSA tax reporting, Medicare MSA tax reporting