1099-SA 2023

What's New for 2023

Field Name	Size	Type	Description	Notes
See Form Filer Common Fields			Filer fields common to all form types.
See Recipient Common Fields			Recipient fields common to all form types.
Box 1 Amount	12	Amount	Box 1: Gross distribution
Box 2 Amount	12	Amount	Box 2: Earnings on excess contributions
Box 3 Code	1	Numeric	Box 3: Distribution code	1, 2, 3, 4, 5, 6
Box 4 Amount	12	Amount	Box 4: FMV on date of death
Box 5 Checkbox 1	1	Checkbox	Box 5: HSA	X / Y / T / 1 = Checked
Box 5 Checkbox 2	1	Checkbox	Box 5: Archer MSA	X / Y / T / 1 = Checked
Box 5 Checkbox 3	1	Checkbox	Box 5: MA MSA	X / Y / T / 1 = Checked
See Form Common Fields			Form fields common to all form types.

IRS 1099-SA Form: https://www.irs.gov/pub/irs-pdf/f1099sa.pdf