E-file Form 1099-SA Online Prepare and securely file the 1099-SA with TaxBandits to report distributions from Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), and Medicare Advantage MSAs. E-file 1099-SA Now How to File Form 1099-SA A Comprehensive Solution for Form 1099-SA Filing Supports Federal and Corrections Multiple Data Import Options Distribute Recipient Copies by Mail or Online Access AI-powered Assistance & World-Class Support PRO Features Built for Tax Professionals Complete Client Management Streamlined Team Management Insightful Reports See how TaxBandits beats the competition—A comparison with other providers. Learn more New TaxBandits just got new! Explore the fresh new look, enhanced features, and more. Check out What’s New! Form 1099-SA: Key Insights Form 1099-SA reports distributions from Health Savings Accounts (HSAs), Archer Medical Savings Accounts (MSAs), and Medicare Advantage MSAs. This form reports distributions, whether paid directly to a medical service provider or the account holder. To ensure accurate reporting, a separate Form 1099-SA must be filed for each type of plan (HSA, Archer MSA, or Medicare Advantage MSA). Form 1099-SA must be filed electronically by March 31, 2025, and furnish the recipient copies by January 31, 2025. Get Started Now Advantages of Using TaxBandits to E-file Form 1099-SA! Discover the exceptional features that make TaxBandits the perfect solution for filing 1099-SA online. Data Import & Validation Recipient Copy Distribution Federal Compliance More Innovative Features Easy Manual Input Complete th 1099-SA form manually by entering the form data in the respective fields with our step-by-step instructions. Bulk CSV Upload Download our standard CSV template, fill in the 1099-SA details, payer, and recipient data, and upload it back to the system. Own File Upload You can easily upload your existing CSV file containing 1099-SA data to complete your filing. Payer and Recipient Upload Import payer and recipient information in bulk using our CSV templates in one go. Free USPS Validation Validate your employee address with the USPS database at no additional cost, ensuring accurate delivery of 1099-SA copies. IRIS Business Validation Our application ensures that your 1099-SA returns comply with IRIS business standards by identifying and correcting errors before transmission. Postal Mailing Ensure timely delivery of 1099-SA recipient copies by mailing them via postal service and tracking their status from transit to receipt. Online Access Online access provides your recipient lifetime access to a secure portal for accessing their forms anytime, anywhere. Postal Mailing + Online Access 10% OFF Choose the postal and online combo for confident recipient copies. Enjoy a 10% discount on the distribution fee, with guaranteed delivery. Self-Service Print and Mail You can download, print, and mail 1099-SA copies independently if you prefer not to use TaxBandits distribution services. Smart Mail If your recipient hasn’t accessed the portal for a week, we’ll automatically mail the 1099-SA form. Custom Distribution Choose the number of recipients who will receive postal mail or online access based on your specific needs. Federal Filing TaxBandits simplifies 1099-SA filing, ensuring your submission to the IRS is error-free. Automatic 1096 Generation With TaxBandits, filing your 1099-SA includes the automatic generation of Form 1096 for your convenience. Free Retransmission In the event of an IRS rejection, TaxBandits allows you to retransmit your 1099-SA form for free, making the filing process easier. Step-by-step guidance TaxBandits provides clear step-by-step instructions for accurate and seamless 1099-SA filings. World-Class Customer Support TaxBandits offers expert assistance through live chat, phone, and email, guaranteeing a seamless e-filing experience. Free 1099-SA Corrections TaxBandits allows you to e-file 1099-SA corrections for forms previously filed with the IRS at no additional cost. BanditCash Enjoy a seamless checkout experience by easily adding funds to your account wallet and managing payments. BanditAI Our BanditAI offers real-time answers and solutions to your filing questions, which makes your 1099-SA filing process easier. Schedule Filing Schedule your 1099-SA in advance—set your date, edit anytime, reschedule, cancel, or e-file instantly. Records Stored Your 1099-SA copies are securely stored on our servers for 7 years. You can easily access, download, or print them anytime. Address Book Import information about payers and recipients into your Address Book, either manually or in bulk, to access their details for 1099-SA filings. Knowledge Base Get the guidance you need with our Help Center, which features step-by-step guides, expert tips, and helpful articles. E-file 1099-SA Now Exclusive Pro Features for Tax Professionals Improve your tax filing process and streamline workflows with premium features specifically developed for tax professionals. Team Management Effortlessly organize your team by adding unlimited members and assigning them roles like Preparer, Approver, or Transmitter based on their filing responsibilities. Client Management Use client management to securely share documents and communicate with clients through the customized portal that reflects your brand identity. Custom Reports Make better decisions with custom reports that provide insights into team performance and client filings, supported by in-depth analytics. Tax Pros can simplify their 1099-SA filing with our advanced features! Request Demo Learn More Contact our team at (704) 684-4758 to discuss custom pricing options for high-volume filing! Information Required to E-file Form 1099-SA Online 01 Payer’s Info Name, address, and TIN 02 Recipient Info Name, address, TIN, account number 03 Distribution Info This may include, The total amount of distribution The total earnings distributed with excess HSA or Archer MSA contribution The appropriate distribution codes for distributions from HSAs, Archer MSAs, and Medicare Advantage MSAs 04 Fair Market Value (FMV) of the account on the date of death. Start filing your 1099-SA forms with TaxBandits today. Get Started Now How to E-file Form 1099-SA Online with TaxBandits? TaxBandits offers you flexible options to complete 1099-SA filing. Simply choose your preferred data import method and file with ease. Manual Entry Bulk Import Step 1: Select Form 1099-SA Select Form 1099-SA from the dashboard to file for the 2024 tax year. Step 2: Enter Form 1099-SA Information Enter the required Form 1099-SA information either manually or by bulk upload option. Step 3: Choose Distribution Options Select how to distribute recipient copies—by postal mail, online access, or both. Step 4: Review and Transmit Review the 1099-SA form summary and transmit it to the IRS. We'll send you email updates regarding the status of your forms. You can also track the status directly from your dashboard. Step 1: Choose Import Method Use our standard CSV template or upload your own file option to import Form 1099-SA data Step 2: Review Import Summary Our system will generate your 1099-SA based on the imported data. You can review the data and make changes as needed. Step 3: Choose Distribution Options Choose how to deliver recipient copies: Postal Mail, Online Access, or Postal Mail+Online Access. Step 4: Review and Transmit Review the form summary and transmit the forms to the IRS. We'll send you email updates regarding the status of your forms. You can also track the status directly from your Dashboard. Ready to E-file Form 1099-SA with the IRS? Get Started Now Our Customer Reviews Trusted and loved by users like you. 4.9 rating of 52,784 reviews L Luis Collazo Excellent Step by Step process and easy to go back and make edits.... J Jay Polonsky Very easy navigation going forward and backwards. I usually have trouble online with confusing instructions. Yours is very easy. A Allen Cohen Easy and reasonably priced. Great customer service! I Igor Mandryka I’m quite impressed, especially in comparison with other sites from the IRS list I reviewed as well. Well done. Thank you. View More Reviews Frequently Asked Questions About Filing Form 1099-SA Online What is the IRS 1099-SA Tax Form? A 1099-SA is an IRS tax form used to report distributions from a health savings account (HSA), an Archer medical savings account (Archer MSA), or a Medicare Advantage medical savings account (MA MSA). In addition to filing this form with the IRS, the trustee of the account must provide a copy for the account holder. If the account holder has more than one type of these plans, a separate Form 1099-SA must be completed for each account. Who is required to file Form 1099-SA? Any business entity that is the trustee or issuer of health savings accounts (HSA), Archer medical savings accounts (Archer MSA), and Medicare Advantage medical savings accounts (MA MSA) must file the Form 1099-SA with the IRS to report any distributions from the account that took place during the tax year. The trustee must also distribute copies of the Form 1099-SA to the account holders. When is the deadline to file Form 1099-SA for the 2024 tax year? The deadline to file a paper copy of Form 1099-SA with the IRS is February 28, 2025, and the deadline to file electronically is March 31, 2025. The deadline to distribute recipient copies of Form 1099-SA is January 31, 2025. It is also important to note that any business entity filing more than 10 forms is required to file electronically. If the deadline falls on a weekend or federal holiday, it moves to the next business day. What are the penalties for not filing Form 1099-SA? If you fail to file Form 1099-SA within the specified deadlines, the IRS will impose penalties ranging between $60 and $660, depending on your business size and the delayed period. To learn more about the 1099-SA penalties, click here. How do I get my 1099-SA Tax Form? If you are a recipient of a Form 1099-SA, you should contact the issuer of your account if you don’t receive your form. Account holders need the distribution information from this form to complete their own personal income tax return. What are the different copies of Form 1099-SA used for? The different copies of Form 1099-SA serve specific purposes: Copy A: This is sent to the IRS. Copy B: This copy is provided to the account holder (recipient). Copy C: This is kept by the trustee or custodian (the entity managing the account) for their own records. View More FAQ’s Success Starts with TaxBandits The Smart Business Owners Choice Create a Free Account X × Download our 1099 Bulk Upload Template Enter your email address to download our 1099 bulk upload template. X How to E-file Form 1099-SA Online with TaxBandits? Choose Form 1099-SA Choose Form 1099-SA from the Dashboard. Next Select the Tax Year Navigate to the Next tab to choose the year (2024, 2023, and 2022) you want to file for. Back Next Choose your Upload Method Select "Manual Entry" to file a few 1099-SA forms or "Bulk Import" to file multiple 1099-SA forms. Back Next Enter the Federal Filing Generate the draft forms in PDF or export them in CSV format and review the details by sending them to your recipients. Back Next Distribute Recipient Copies Distribute copies of the 1099-SA to recipients via postal mail, through an online access portal, or by using both methods. Back Next Filing Summary Review the summary, edit the preference to verify TIN and address, and choose to transmit immediately or schedule later. Back Next Track your Filing Status You can track the filing status with the IRS and state. Also, track the status of Recipient copy distribution. Request Demo Start Over Get Started Now