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美国报税 IRS Form Instruction 1099-SA and 5498-SA 表格是什么意思?


表格名称:Instructions for Forms 1099-SA and 5498-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA and HSA, Archer MSA, or Medicare Advantage MSA Information

表格编号:Instruction 1099-SA and 5498-SA

发布日期: 11/02/2022

表格1099-SA和表格5498-SA都是美国用于报告对健康储蓄账户(HSAs)、Archer医疗储蓄账户(Archer MSAs)或Medicare Advantage医疗储蓄账户(Medicare Advantage MSAs)的贡献和分配的税务表格。

表格1099-SA用于报告在纳税年度这些账户的分配,包括提款和转移。该表格提交给国内税收局(IRS),并向账户持有人提供,作为他们的分配纪录,供纳税目的使用。

另一方面,表格5498-SA用于报告在纳税年度对这些账户的贡献,以及确定该年的最高贡献限额。该表格提交给国内税收局,用于跟踪对这些免税账户的贡献,这些账户旨在帮助个人为医疗费用储蓄。


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