The attached files are samples of the 2011 E-File Magic Version of the 1099-SA and 5498-SA forms. These forms are used by both the corporate efile service E-File Magic software and our processing bureau when preparing your data for mailing.

Excerpt: Section references are to the Internal Revenue Code unless otherwise noted.

"File Form 1099-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, to report distributions made from an HSA, Archer MSA, or Medicare Advantage MSA (MA MSA).  The distribution may have been paid directly to a medical service provider or to the account holder.  A separate return must be filed for each plan type.

 File Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information, with the IRS on or before May 31, 2012, for each person for whom you maintained an HSA, Archer MSA, or Medicare Advantage MSA (MA MSA) during 2011.  You are required to file if you are the trustee or custodian of an HSA, Archer MSA, Or MA MSA.  A separate form is required for each type of plan."

Download our 1099-SA and 5498-SA software!

E-File Magic also offers software for: Form 1097-BTC, Form 1098, Form 3922, Form 3921, and Form W-2G.