Form 5498-Sa - Hsa, Archer Msa, Or Medicare Advantage Msa Information - 2012 Page 6
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6Instructions for Trustee
Due dates. Furnish Copy B of this form to the
General and specific form instructions are provided
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.
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