Form 5498-Sa - Hsa, Archer Msa, Or Medicare Advantage Msa Information

Form 5498-Sa - Hsa, Archer Msa, Or Medicare Advantage Msa Information - 2012 Page 5

Instructions for Trustee

General and specific form instructions are provided

Due dates. Furnish Copy B of this form to the

as separate products. The products you should

participant by May 31, 2013.

use to complete Form 5498-SA are the 2012

File Copy A of this form with the IRS by May 31,

General Instructions for Certain Information

2013. To file electronically, you must have software

Returns and the 2012 Instructions for Forms

that generates a file according to the specifications

1099-SA and 5498-SA. A chart in the general

in Pub. 1220, Specifications for Filing Forms 1097,

instructions gives a quick guide to which form

1098, 1099, 3921, 3922, 5498, 8935, and W-2G

must be filed to report a particular payment. To

Electronically. IRS does not provide a fill-in form

order these instructions and additional forms, visit

option.

IRS.gov or call 1-800-TAX-FORM

Need help? If you have questions about reporting

(1-800-829-3676).

on Form 5498-SA, call the information reporting

Caution: Because paper forms are scanned during

customer service site toll free at 1-866-455-7438

processing, you cannot file Forms 1096, 1097,

or 304-263-8700 (not toll free). For TTY/TDD

1098, 1099, 3921, 3922, or 5498 that you print

equipment, call 304-579-4827 (not toll free). The

from the IRS website.

hours of operation are Monday through Friday from

8:30 a.m. to 4:30 p.m., Eastern time.

Form 5498-Sa - Hsa, Archer Msa, Or Medicare Advantage Msa Information - 2012 Page 5