It's Secure: Transmit your data directly to the IRS or to any specific state portal. Your data is not transmitted via the cloud or any third party.

Excel Integration: Import your data from excel (xls, xlsx). Download your sample excel file to get started.

Print: Copy B can be printed on plain paper with black ink. No additional forms need to be purchased. Designed to be tri-folded into a standard, #10 size, double window envelope.

Files are processed faster with fewer errors: Our software does an excellent job of detecting errors before you transmit your data to the IRS.

FREE Technical Support: Speak to a local and live support specialist. We can answer any question that might arise.

We can print, mail and electronically file on your behalf originals or corrections for current or prior tax years to the IRS through the Combined Federal/State program and to any specific states.

Assigned Representative: Every customer is assigned a dedicated representative who provides personalized support with at least 15 years of tax filing experience.

Reduced Administrative Burden: By outsourcing tax-related tasks, businesses can free up their internal resources to focus on core operations.

No TCC or ID.me Account Required: The service eliminates the need for obtaining Transmitter Control Codes (TCC) or verifying identity through ID.me, which can be cumbersome for businesses.

High Volume & Complex Filing Capabilities: 1099FIRE is equipped to manage large volume filings, multiple payers, and handle state filings, bulk TIN matching, and more, including transmission through the Combined Federal/State Filing (CFSF) program.

Why do I need to call for a quote? Every project is different, and a one-size-fits-all approach simply won't do. Calling us for a custom quote will ensure that our team can thoroughly understand your specific needs and provide a solution that's perfect for you. Sales can be reached at (480) 706-6474.

Not a problem. Our software and outsourcing services are capable of meeting your needs. Print and electronically file originals or corrections for current or prior tax years.

IRS Form 1099-SA is used to report distributions from Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), and Medicare Advantage MSAs (MA MSAs). If you received any distributions (withdrawals) from one of these accounts during the tax year, the institution managing the account (the trustee or custodian) will send you this form to report the details of those transactions.

Who Receives Form 1099-SA: Any individual who has taken a distribution (withdrawal) from one of the accounts mentioned above during the tax year will receive Form 1099-SA. This includes distributions used for medical expenses or other purposes, whether qualified or not.

Who Sends Form 1099-SA: The trustee or custodian (the financial institution or entity managing the account) is responsible for issuing Form 1099-SA to the account holder and to the IRS.

Purpose: Form 1099-SA is used to report the total amount of distributions from the account during the year and to categorize those distributions. It helps determine if the distributions are taxable and whether they were used for qualified medical expenses. Qualified medical expenses are generally not subject to income tax. Non-qualified distributions are subject to income tax and may also incur a 20% penalty (unless the account holder is 65 or older, disabled, or deceased).

Due Date: The form must be provided to the account holder by January 31 of the following tax year. The trustee or custodian must file the form with the IRS by February 28 if filing by paper, or by March 31 if filing electronically.