http://24hourflex.com/wp-content/uploads/2015/05/HTS.png 300 300 Ryan http://24hourflex.com/wp-content/uploads/2015/09/24HourFlex_logo-fix.png Ryan2015-05-19 14:38:292017-01-06 14:47:10How To Find Your HSA Tax Statements (1099-SA/5498-SA)
From your account HOME page, go to the STATEMENTS & NOTIFICATIONS page to see your available HSA ACCOUNT SUMMARIES and HSA TAX STATEMENTS.
- 1099-SA : Distributions from HSAs : The 1099-SA form shows your total HSA distributions for a tax year. If you did not have distribution activity from your HSA(s) this year, then you will not receive a 1099-SA. If you have more than one HSA account, then you will have more than one 1099-SA. In the event of multiple 1099-SAs (multiple HSA accounts), you will add the figures together.
- 5498-SA : Contributions into HSAs : The 5498-SA form from HealthCare Bank shows the total of all HSA contributions that are attributed to a tax year. It will be issued at the same time as the 1099-SA. If you make any additional contributions to a previous tax year before the tax filing deadline, a revised 5498-SA will be issued for you. If needed, this form can also be obtained from the HSA Contribution by Tax Year screen as shown below.