5498-SA Software

HSA, Archer MSA, or Medicare Advantage MSA Information

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Download the E-File Magic 5498-SA Software
Easy Software - No software licensing fees. Easy to use. Take advantage of our database level recipient encryption and TIN Masking to keep your data safe while stored on your PC.
Easy Imports - Imports from Quickbooks, Microsoft Excel, or a standard CSV file. Importing from Quickbooks takes seconds with the click of a button.
Optional Services - Choose optional services such as Bulk-TIN Matching and Print and Mail.

Learn More about our E-File By Excel Service
No Software to Learn - Enter your recipient information in our Easy to Use Excel Template and securely upload it to us. We do the rest.
PDF Copies - Once we have processed your data, we will securely send you a copy of your recipients forms in PDF format.
Optional Services - Want a complete outsourcing solution? Choose optional services such as Bulk-TIN Matching, Print and Mailing, and data formatting/correction.

Filing your 5498-SA Forms is Quick and Easy!

Download E-File Magic Software. Enter your information.

Enter your data into our Custom Microsoft Excel Template.

We'll review your file and process your data.

& Optionally
Your Forms are Printed and Mailed to their recipients

Your Forms are E-Filed with the IRS

IRS Form 5498SA

Using the E-File Magic 5498SA software you can print, mail, and e-File your 5498SA forms with ease. We support all 5498SA form copies, except for Copy A (the e-File transmittal takes the place of copy A), including:

5498SA Form Copy B - For Participant
5498SA Form Copy C - For Trustee

You pay only for e-File Services (required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your data for processing. We do the rest and notify you of our progress every step of the way. We hope you enjoy using E-File Magic for filing your 5498SA forms!

Filing Instructions

(according the the IRS)

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.

5498SA Software Features Include:

Print forms to blank paper!
No software licensing fees for using our software. You pay only for the services we provide!
Database level encryption support: Protect your sensitive recipient information using the Department of Defense approved AES256 algorithm!
Support for ALL 1042-S, 1097-BTC, 1098, 1099, 5498, 3921, 3922, and W-2G forms
Print and Mail Services Available
IRS Copy A and 1096 Not Required
Requires E-Filing with Our Service Bureau
No need to apply for TCC number using our system
Import E-File Magic 2011 Recipients to avoid reentry!
Multi-User support for operating in an Active Directory or workgroup environment.
Supports filing years 2007, 2008, 2009, 2010, 2011 & 2012
Printable forms support industry standard double windowed number 9 and 10 envelopes.

High quality printable forms, covering all copies B, C, D, 1, and 2 where applicable
Simplified correction process for processing IRS corrections
Personalize printable forms using your companies logo.
Misc. data fields allow you to customize messages, financial breakdowns, payment history information, etc to be printed on your recipient forms
Preview your forms before you print them
CPA Friendly: Unlimited Companies/Filers
XP, Vista and Windows 7 Compatible
Built-In Help System
Built-In Form validation module to help you avoid common mistakes
Built-In reporting for generating form totals, recipient lists, and mailing labels
Requires E-Filing services to be purchased from and provided by E-File Magic. Visit our price quote page for more information.
Seamless client server order transmission process; transmit your order in seconds!

Supported Software Forms

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