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

Form 5498-Sa - Hsa, Archer Msa, Or Medicare Advantage Msa Information - 2013 Page 6

Instructions for Trustee

General and specific form instructions are provided

generates a file according to the specifications in Pub.

separately. You should use the 2013 General

1220, Specifications for Filing Forms 1097, 1098, 1099,

Instructions for Certain Information Returns and the

3921, 3922, 5498, 8935, and W-2G Electronically. The

2013 Instructions for Forms 1099-SA and 5498-SA to

IRS does not provide a fill-in form option.

complete Form 5498-SA. A chart in the general

Future developments. For the latest information about

instructions gives a quick guide to which form must be

developments related to Form 5498-SA and its

filed to report a particular payment. To order these

instructions, such as legislation enacted after the form

instructions and additional forms, go to

and instructions were published, go to

form5498sa or call 1-800-TAX-FORM

form5498sa.

(1-800-829-3676).

Need help? If you have questions about reporting on

Caution: Because paper forms are scanned during

Form 5498-SA, call the information reporting customer

processing, you cannot file Forms 1096, 1097, 1098,

service site toll free at 1-866-455-7438 or 304-263-8700

1099, 3921, 3922, or 5498 that you print from the IRS

(not toll free). Persons with a hearing or speech

website.

disability with access to TTY/TDD equipment can call

Due dates. Furnish Copy B of this form to the

304-579-4827 (not toll free). The hours of operation are

participant by June 2, 2014.

Monday through Friday from 8:30 a.m. to 4:30 p.m.,

Eastern time.

File Copy A of this form with the IRS by June 2,

2014. To file electronically, you must have software that

Form 5498-Sa - Hsa, Archer Msa, Or Medicare Advantage Msa Information - 2013 Page 6