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New Member
posted May 31, 2019 9:45:10 PM

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?

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4 Replies
New Member
May 31, 2019 9:45:14 PM

This would be you

New Member
May 31, 2019 9:45:14 PM

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

New Member
May 31, 2019 9:45:16 PM

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

New Member
May 31, 2019 9:45:18 PM

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