Easily file your 1099-SAs online – Avalara (Track1099)

What is Form 1099-SA and when is it required?

Form 1099-SA reports distributions made from a Health Savings Account (HSA), Archer Medical Savings Account (MSA), or Medicare Advantage MSA. It is issued by the trustee or custodian of the account to individuals who receive distributions during the tax year.

A trustee or custodian must file Form 1099-SA when they distribute funds for:

Medical expenses
Excess contributions
Prohibited transactions
Disability
Death

Start filing your 1099-SA forms

Can I file Form 1099-SA online?

Yes. You can e-file Form 1099-SA through the IRS website or by mail. You may also use Avalara 1099 & W-9 to streamline the e-filing process and help prevent costly errors.

E-file your 1099-SA forms now

What are the IRS deadlines for filing Form 1099-SA?

Send copies to recipients by January 31.
E-file with the IRS by March 31.

When these dates fall on a weekend or holiday, the deadline shifts to the next business day.

E-file your 1099-SA forms with the IRS

Do I need to file Form 1099-SA with state tax agencies?

It depends. Some states require you to file Form 1099-SA directly, especially if state income tax was withheld or if you’re not using the IRS Combined Federal/State Filing Program (CF/SF). Requirements, deadlines, and formats vary by state.

E-file your 1099-SAs with states

What is the reporting threshold for Form 1099-SA?

Trustees or custodians of HSAs, Archer MSAs, and Medicare Advantage MSAs must file Form 1099-SA for any distribution amount, regardless of size.

Get started for free

With Avalara 1099 & W-9, e-file, e-deliver, and e-correct the most common IRS form types

1042	1099-A	1099-LTC	3921
1042-S	1099-B	1099-MISC	3922
1094/1095	1099-C	1099-NEC	5498
1097-BTC	1099-CAP	1099-OID	5498-ESA
1098	1099-DIV	1099-PATR	5498-SA
1098-C	1099-G	1099-Q	T4A
1098-E	1099-INT	1099-R	W-2/2C
1098-Q	1099-K	1099-S	W-2G
1098-T	1099-LS	1099-SA

With Avalara 1099 & W-9, collect W-series IRS forms from your vendors.

W-4	W-8BEN	W-8BEN-E	W-8IMY
W-9

Avalara 1099 & W-9 offers forms for you to print, sign, and mail to the IRS

940/941

943

944

945

Live Q&A with 1099 experts

Got questions about the 1099-NEC, 1099-MISC, or 1042-S? Tune into our twice-weekly January webinar and get the answers you need — straight from 1099 and accounts payable professionals.