IRS Requires E-Filing: IRS regulations have lowered the e-file threshold from 250 forms to 10 forms for calendar year 2023 (filed in 2024). Read More >

1099-SA

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

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 >

How It Works

Filing forms through Yearli is a simple four-step proces

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).
Call for Pricing and Purchase

Estimate Your Filing Cost

Number of forms

Core

W-2 & 1099
$4.99
$5.99Jan 30 & 31

Performance

W-2 & 1099
$83.99

Premier

W-2 & 1099
$401.50

Custom

Call for Pricing and Purchase
Pricing reflects estimated cost to file W-2, 1099 & 1095 forms. Price also includes federal e-file, state reporting (where applicable), recipient print and mail. Peak Pricing may apply. View detailed pricing for complete pricing.
View Detailed Pricing

What Our Customers Are Saying

4.8
Out of 5.0
Overall rating
based on 70,000+ ratings and reviews.
97%
of customers that buy from this merchant give them a 4 or 5-Star rating.
ELIZABETH I. | January 24, 2024
LOVE how easy friendly this is. 4 year old customer
Cindy L. | January 24, 2024
Quick and super easy to file! I have used it for my personal business and a business I work for. We love the easy flow of data entry!
Read More Reviews