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 5498-SA is used by trustees or custodians of Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), and Medicare Advantage MSAs to report contributions and other information about these accounts to the IRS and account holders. These accounts are designed to help individuals save for qualified medical expenses on a tax-advantaged basis.

Who Files Form 5498-SA: The trustee or custodian of the HSA, Archer MSA, or Medicare Advantage MSA (such as a bank or financial institution) is responsible for filing Form 5498-SA.

Who Receives Form 5498-SA: The IRS receives a copy of Form 5498-SA directly from the account custodian. The account holder (the individual who owns the HSA or MSA) also receives a copy for their records, as it provides essential information for tax reporting.

Purpose of Form 5498-SA: Form 5498-SA helps account holders track their contributions, which they can use to confirm or adjust information when filing their tax return.

When to File and Receive Form 5498-SA:: Trustees or custodians must file Form 5498-SA with the IRS by May 31. A copy must also be provided to account holders by May 31, after the tax-filing deadline.

While Form 5498-SA does not need to be filed with a taxpayer's income tax return, it's important to keep it on file to confirm contributions and account values, especially if deductions for HSA contributions are being claimed or if there were rollovers or other significant transactions during the year.