I have a 1099-SA. I'm wondering where I find the federal ID number. Also, are the payer information lines for my information or Wells Fargo information (my hsa provider)

[BMcCalpin · Accepted solution]

The "Payer" on the 1099-SA is your HSA plan administrator (presumably Wells Fargo, if they gave you a debit card with which to pay for medical expenses). Thus,

"TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number"

(in the upper left corner) should be for the HSA administrator, and

"PAYER'S federal identification number"

should be the HSA administrator's EIN.

This information is required by the IRS in order to cross-compare the 1099-SA that you received with the copy of your 1099-SA that the IRS received.

If either field is empty, please call your HSA plan Administrator and ask them for the values or for a corrected copy.