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New Member
posted Jun 4, 2019 3:27:53 PM

What is payer name on 1099-SA

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2 Replies
Level 13
Jun 4, 2019 3:27:55 PM

The Payer's name is the name of the HSA plan administrator.

This is the bank or financial institution that probably gave you a debit card in order to pay for qualified medical expenses.

The Payer's name, address, city/state/zip, and telephone number are in the upper left-hand box of the 1099-SA form that you received.

Level 2
Feb 15, 2023 12:21:36 PM

What if it is thru an employer and it is money you put on a card yourself thru work place?