W-2 CORRECTIONS: If you need to file a W-2c (W-2 correction), Yearli can help regardless of whether or not the original form was filed with us. Read More >

5498-SA

Distributions From an HSA, Archer MSA, or Medicare Advantage MSA, and HSA, Archer MSA, or Medicare Advantage MSA Information.

5498-SA

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 >

5498 Filing Options

We've made it easy to file your 5498 forms. Simply create a Yearli account, enter or import your data, review your data and checkout. It's that easy. Yearli will file your forms to the IRS, applicable state agency and send copies to your recipients.

Core

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Free
Annual Subscription + Filing Fees

Performance

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$99
Annual Subscription + Filing Fees

Premier

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$699
Annual Subscription + Filing Fees

Custom

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Custom
Annual Subscription + Filing Fees

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.
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What Our Customers Are Saying

4.8
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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!
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