Solved: Is a 1099-R and a 1099-SA the same thing?

Is a 1099-R and a 1099-SA the same thing?

posted

NO. But they are similar in that they report withdrawals/distributions from certain plans:

1099-R covers withdrawals from a qualified retirement plan such as an IRA or a 401(k)

1099-SA covers

distributions From an HSA, Archer MSA, or Medicare Advantage MSA

NO. But they are similar in that they report withdrawals/distributions from certain plans:

1099-R covers withdrawals from a qualified retirement plan such as an IRA or a 401(k)

1099-SA covers

distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Is a 1099-R and a 1099-SA the same thing?