Tax Documents
Tax5498Sa
FDX / Data Structures / Tax5498Sa
Form 5498-SA, HSA, Archer MSA, or Medicare Advantage (MA) MSA Information
Extends and inherits all fields from Tax
Tax5498Sa Properties
| # | Id | Type | Description |
|---|---|---|---|
| 1 | trusteeNameAddress | NameAddressPhone | Trustee's name, address, and phone |
| 2 | trusteeTin | string | TRUSTEE'S TIN |
| 3 | participantTin | string | PARTICIPANT'S TIN |
| 4 | participantNameAddress | NameAddress | Participant's name and address |
| 5 | accountNumber | string | Account number |
| 6 | msaContributions | number (double) | Box 1, Employee or self-employed person's Archer MSA contributions made in current and following years for current year |
| 7 | totalContributions | number (double) | Box 2, Total contributions made in current year |
| 8 | totalPostYearEnd | number (double) | Box 3, Total HSA or Archer MSA contributions made in following year for current year |
| 9 | rolloverContributions | number (double) | Box 4, Rollover contributions |
| 10 | fairMarketValue | number (double) | Box 5, Fair market value of HSA, Archer MSA, or Medicare Advantage (MA) MSA |
| 11 | hsa | boolean | Box 6a, HSA |
| 12 | archer | boolean | Box 6b, Archer MSA |
| 13 | maMsa | boolean | Box 6c, Medicare Advantage (MA) MSA |
Tax5498Sa Usage:
- TaxData tax5498Sa
FDX Data Structure as JSON
{
"tax5498Sa" : {
"taxYear" : 0,
"corrected" : true,
"accountId" : "",
"taxFormId" : "",
"taxFormDate" : "2020-07-01",
"description" : "string",
"additionalInformation" : "string",
"taxFormType" : "BusinessIncomeStatement",
"attributes" : [ {
"name" : "string",
"value" : "string",
"boxNumber" : "string",
"code" : "string"
} ],
"error" : {
"code" : "string",
"message" : "string"
},
"trusteeNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64",
"phone" : {
"type" : "HOME",
"country" : "string",
"number" : "string",
"extension" : "string"
}
},
"trusteeTin" : "string",
"participantTin" : "string",
"participantNameAddress" : {
"line1" : "String64",
"line2" : "String64",
"line3" : "String64",
"city" : "String64",
"state" : "String64",
"postalCode" : "string",
"country" : "AD",
"name1" : "String64",
"name2" : "String64"
},
"accountNumber" : "string",
"msaContributions" : 0.0,
"totalContributions" : 0.0,
"totalPostYearEnd" : 0.0,
"rolloverContributions" : 0.0,
"fairMarketValue" : 0.0,
"hsa" : true,
"archer" : true,
"maMsa" : true
}
}
Example Form PDF
Example Form JSON
{
"tax5498Sa" : {
"taxYear" : 2022,
"taxFormDate" : "2021-03-30",
"taxFormType" : "Tax5498Sa",
"trusteeNameAddress" : {
"line1" : "12021 Sunset Valley Dr",
"city" : "Preston",
"state" : "VA",
"postalCode" : "20191",
"name1" : "Tax Form Issuer, Inc"
},
"trusteeTin" : "12-3456789",
"participantTin" : "XXX-XX-1234",
"participantNameAddress" : {
"line1" : "1 Main St",
"city" : "Melrose",
"state" : "NY",
"postalCode" : "12121",
"name1" : "Kris Q. Public"
},
"accountNumber" : "123-1234567",
"msaContributions" : 1000.0,
"totalContributions" : 2000.0,
"totalPostYearEnd" : 300.0,
"rolloverContributions" : 400.0,
"fairMarketValue" : 50000.0,
"hsa" : true
}
}
Example Form JSON for QR Code Purposes
Example Form PDF with QR Code
Example Data As Flattened Map (Key, Value Pairs)
{
"taxYear": "2022",
"taxFormDate": "2021-03-30",
"taxFormType": "Tax5498Sa",
"trusteeNameAddress.line1": "12021 Sunset Valley Dr",
"trusteeNameAddress.city": "Preston",
"trusteeNameAddress.state": "VA",
"trusteeNameAddress.postalCode": "20191",
"trusteeNameAddress.name1": "Tax Form Issuer, Inc",
"trusteeTin": "12-3456789",
"participantTin": "XXX-XX-1234",
"participantNameAddress.line1": "1 Main St",
"participantNameAddress.city": "Melrose",
"participantNameAddress.state": "NY",
"participantNameAddress.postalCode": "12121",
"participantNameAddress.name1": "Kris Q. Public",
"accountNumber": "123-1234567",
"msaContributions": "1000.0",
"totalContributions": "2000.0",
"totalPostYearEnd": "300.0",
"rolloverContributions": "400.0",
"fairMarketValue": "50000.0",
"hsa": "true"
}
Issuer Instructions
