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Import 5498-SA Data

This page shows the order of data used for importing data into IRS Form 5498-SA software.

Each column has to be read in the correct sequence. The 1st column on your data identifies whether this information return is Void. The 2nd column has a value for Corrected and so forth following in the order below for the 5498-SA:

Void
Corrected
Trustee Name
Trustee Address
Trustee City
Trustee State
Trustee Zip
Trustee Federal Identification Number
Participant Federal Identification Number
Participant Name
Participant Address
Participant City
Participant State
Participant Zip
Account number
5498sa_1 // employee or self-employed person's archer msa contributions
5498sa_2 // total contributions made
5498sa_3 // total hsa and archer msa contributions made
5498sa_4 // rollover contributions
5498sa_5 // fair market value
5498sa_6 // hsa
5498sa_6 // archer msa
5498sa_6 // ma msa

Type of TIN is taken from the TIN itself. If the TIN contains one dash (-), then the TIN type is an EIN. If the TIN contains two dashes, then the TIN type is a SSN. Otherwise the TIN is identified as unknown.

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