IRS Release Status: FINAL

Sample Excel Import File: 1099-SA 2020.xlsx 

What's New for 2020

  • Multi year form

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 Amount12AmountBox 1: Gross distribution
Box 2 Amount12AmountBox 2: Earnings on excess contributions
Box 3 Code1NumericBox 3: Distribution code1, 2, 3, 4, 5, 6
Box 4 Amount12AmountBox 4: FMV on date of death
Box 5 Checkbox 11CheckboxBox 5: HSAX / Y / T / 1 = Checked
Box 5 Checkbox 21CheckboxBox 5: Archer MSAX / Y / T / 1 = Checked
Box 5 Checkbox 31CheckboxBox 5: MA 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

  • No labels