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IRS Release Status: FINAL

Sample Excel Import File: 1099-SA 2017.xlsx 

What's New for 2017

  • No changes.

Import Form Fields:

Field NameSizeType DescriptionNotes
See Form Filer Common FieldsFiler fields common to all form types.
See Recipient Common FieldsRecipient fields common to all form types.
Box 1 Amount12AmountGross distribution
Box 2 Amount12AmountEarnings on excess contributions
Box 3 Code1NumericDistribution code1, 2, 3, 4, 5, 6
Box 4 Amount12AmountFMV on date of death
Box 5 Checkbox 11CheckboxHSAX / Y / T / 1 = Checked
Box 5 Checkbox 21CheckboxArcher MSAX / Y / T / 1 = Checked
Box 5 Checkbox 31CheckboxMA MSAX / Y / T / 1 = Checked
See Form Common FieldsForm fields common to all form types.

1099-SA Form:

IRS 1099-SA Form:  1099-SA Form

IRS 1099-SA Instructions:  1099-SA Instructions

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