The 5498-SA is the IRS form that reports all contributions to your HSA for the prior year (2023), including those contributed between Jan. 1 and the tax filing deadline of the current year. It also ...

Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A health savings account (HSA) allows you to save and ...

Tax season opens January 26, 2026, which means that tax forms will be arriving in mailboxes and inboxes soon. Here’s when to expect Forms W-2, 1099 and others—and what to do if they don’t show up on ...

Whether you’re hoping to file your tax return by the imminent tax deadline or planning to file a tax extension so you can complete your return at your leisure, now is the time to gather paper or ...