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

Form 1099-SA is used to report distributions made from a health savings account (HSA), Archer medical savings account (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.

The latest form for Distributions From an HSA, Archer MSA, or Medicare Advantage MSA expires 2028-05-31 and can be found here.