Forms › Form 5498-SA
Fill out Form 5498-SA online
Fill out Form 5498-SA free in your browser. The official IRS form opens here, you click the highlighted fields and type, then download the finished PDF. Nothing is uploaded to any server, there is no signup, and there is no watermark.
Editing is free. Downloading your finished file is a one-time $1.97 per document, refundable for 7 days.
What is the Form 5498-SA?
Form 5498-SA reports contributions made to an HSA, Archer MSA, or Medicare Advantage MSA, along with the year-end fair market value of the account. It is filed by the account trustee or custodian (such as a bank or insurer), with a copy sent to the account holder.
Fill the Form 5498-SA in 3 steps
Get the form
Click “Get form” — the official PDF opens in the editor, with no upload.
Fill it in
Click the highlighted fields and type your details, or add text anywhere on the page. Everything stays on your device.
Download
Save the completed form to your device.
Common questions
Who files Form 5498-SA, and do I need to send it with my tax return?
The HSA or MSA trustee or custodian files Form 5498-SA with the IRS and sends you a copy for your records. As the account holder, you generally do not attach it to your tax return; you use the information on it to report contributions and verify amounts.
Is filling out the Form 5498-SA here free?
Filling it in is free, with no signup and no watermark. Downloading the completed form is a one-time $1.97 — not a subscription, and refundable for 7 days.
Do you upload my form to a server?
No. The form opens and is filled entirely in your browser. Nothing is uploaded, so your personal and financial details stay on your device.
Is this the official form?
Yes. This is the official, current Form 5498-SA published by the U.S. government, which is public domain. You fill the genuine document.
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