Massachusetts Form Instruction 1099-R & 5498 2024-2025

Massachusetts Form Instruction 1099-R & 5498: What You Should Know

MA's MSA's and the Medicare Advantage plan).  The contribution limits are described in the  Final Version of 2025 Instructions For Filing Reporting Requirements For IRAs — Mass.gov Included in the final version of the instructions is the following reporting requirements for employers as it relates to Qualified Birth and Adoptions  Form SS-8, Employer Identification Number (EIN) (or if no EIN you will be asked to include your employer's zip code. Please enter the ZIP code of the employer) — FICA Form 7056 Employer's Tax Return — HSA (2016 and prior years) Included this year, employers are required to pay an additional tax of 3% on the amount contributed to the HSA.  This is due entirely to the increased required minimum distributions.  For more information go  Included in the 2025 tax code is an additional Form 5498 which may be filed and filed at the time of filing your income tax return. This form is used if you are able to document a change in health insurance coverage.  The requirement is to report the change in health insurance coverage along with the same information required for Form 1099-R.  If you are a health insurance provider and/or plan sponsor we are pleased to announce that with the addition and consolidation of the ETC, Health Savings Accounts, and the Children's Health Insurance Program under Obamacare, we now provide tax forms to the Department of Revenue for the reporting of these benefits. A full list of the reporting requirements can be found on Mass.gov  This year the forms were required to be filed electronically. If the HSA or Has were established in 2017, we will have the forms available on Mass.gov or the HSA/HSA/SEP section of the Department of Revenue's website (click “Payments and Direct Deductions” on the left). As a reminder, this month the Department of Revenue has announced the 2025 Form SS-8, Employer Identification Number (EIN) (or if no EIN you will be asked to include your employer's zip code. Please enter the ZIP code of the employer).  In addition, a summary is expected in September 2016.   As always, if you have questions, refer them to the Department of Revenue, and we look forward to working with you! If you'd like to make your filing requirements more convenient, please download and complete a Mass.

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