Easily file your 5498-SAs online – Avalara (Track1099)

What is Form 5498-SA and when is it required?

Form 5498-SA reports contributions, rollovers, and other information related to Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), and Medicare Advantage MSAs.

Trustees or custodians in the United States must file a 5498-SA for each individual that has an HSA, Archer MSA, or Medicare Advantage MSA to report contributions, rollovers, and the fair market value of the account as of year-end.

Start filing your 5498-SA forms

Can I file Form 5498-SA online?

Yes. You can e-file Form 5498-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.

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What is the IRS deadline for filing Form 5498-SA?

E-file with the IRS by May 31.

When this date falls on a weekend or holiday, the deadline shifts to the next business day.

E-file your 5498-SA forms with the IRS

Do I need to file Form 5498-SA with state tax agencies?

It depends. Some states require you to file Form 5498-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 5498-SAs with states

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
1099-CAP	1099-OID	5498-ESA	3921
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.