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wytonya
New Member

I am trying to fill out the 1099-SA form. Not sure what to put for the Payer Name and address fields...is that me or my Bank that is used for the HSA?

 
4 Replies
jgull89
New Member

I am trying to fill out the 1099-SA form. Not sure what to put for the Payer Name and address fields...is that me or my Bank that is used for the HSA?

This would be you
jp_appy89
New Member

I am trying to fill out the 1099-SA form. Not sure what to put for the Payer Name and address fields...is that me or my Bank that is used for the HSA?

It is the investment bank that handles your HSA. You are not the payer.
jgull89
New Member

I am trying to fill out the 1099-SA form. Not sure what to put for the Payer Name and address fields...is that me or my Bank that is used for the HSA?

This would be a good place to enter your name and address
jp_appy89
New Member

I am trying to fill out the 1099-SA form. Not sure what to put for the Payer Name and address fields...is that me or my Bank that is used for the HSA?

No, this is the name and address and Federal ID# of the bank or financial institution that handles your HSA account.
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