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Best answer by Howard1948

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

1 reply

Employee
June 1, 2019

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