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| # of Forms | 1-20 | 21-150 | 151-500 | 501-1000 | 1000+ |
|---|---|---|---|---|---|
| Pricing Tier / Form | $ 2.90 | $ 2.19 | $ 1.25 | $ 0.65 | Get a Quote |
Every Trustee or Custodian of a Health Savings Account (HSA), Archer Medical Savings Account (Archer MSA), or Medicare Advantage MSA (MA MSA) is required to File Form 5498-SA for each person for whom such HSA, Archer MSA, or MA MSA has been maintained. A separate Form is required for each type of plan.
With Tax1099, you can schedule the date that your forms are transmitted to the IRS. Scheduling your forms gives you time between when we email/USPS your forms to vendors and when we send the forms to the IRS. This is useful because your vendors may have edits to make. You can make those changes in Tax1099 before the scheduled date at no extra charge. We automatically schedule your IRS eFile transmission a week away from when you submit, or by the deadline. You can edit this date to match your preference.
| Filing Type | Due Date |
| Recipient Copy: (Only for FMV & RMD) by | Monday - June 2nd, 2025 |
| Recipient Copy: (Other types of IRAs) by | Monday - June 2nd, 2025 |
| eFile Form 5498-SA with the IRS by | Monday - June 2nd, 2025 |
You will receive IRS acknowledgement of your eFile by email within 3 - 7 business days.
| # of Forms | 1-20 | 21-150 | 151-500 | 501-1000 | 1000+ |
|---|---|---|---|---|---|
| Pricing Tier / Form | $ 2.90 | $ 2.19 | $ 1.25 | $ 0.65 | Get a Quote |
Let us help you calculate your next eFile
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The CFSFP Combined Federal State Filing Program allows parts of your federal eFile to be transmitted to the state at no extra charge. Non-participating states must receive a direct file. Learn more about state filing here.
