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1099-SA

Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

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1099-SA Filing Options

We've made it easy to use to file your 1099-SA forms through Yearli. Simply create a Yearli account, enter or import your data, review, update and validate your data, then checkout. It's that easy. We'll file your forms to the IRS/SSA, applicable state agency and send copies to your recipients.

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1099-SA

File Form 1099-SA to report distributions made from a:

Health savings account (HSA).
Archer Medical Savings Account (Archer MSA).
Medicare Advantage Medical Savings Account (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.

If you are the trustee or custodian of a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA (MA MSA) file Form 5498-SA for each person for whom you maintained an HSA, Archer MSA, or MA MSA. A separate form is required for each type of plan.

Learn more at irs.gov >

Create Your Yearli Account

Yearli has three options (Core, Performance, & Premier) designed to fit your budget and business needs.
Enter Data or Import to Yearli

Choose to enter your data manually or import directly from popular software packages or ANY source!
Validate Data and Checkout

View, update, and validate data before submitting your forms. Yearli even alerts you to possible errors!
Yearli Takes Care of the Rest

Yearli files to the IRS/SSA, applicable state agency, and sends copies to recipients (email, print/mail & postage).