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Where can I get HSA forms?

Health Savings Account (HSA) You will receive the IRS Form 1099-SA and IRS Form 5498-SA either by mail or electronically (based upon your elected delivery preference). These IRS tax forms are also available in the Member Website. IRS Form 1099-SA is provided for each HSA distribution you made in the current tax year.

Is a 5498-SA the same as 1099 SA?

The 1099-SA HSA document will be used to report information to the IRS, while the 5498-SA is only for your own informational purposes. Although HSAs have triple-tax advantages, you are required to report distributions to the IRS.

Does form 5498-SA need to be reported?

Am I required to report information contained in Form 5498-SA on my federal tax return? No. Report all contributions (employee, employer, and other third-party contributions) to your Fidelity HSA on IRS Form 8889, \u201cHealth Savings Accounts (HSAs),\u201d and file it with your IRS Form 1040.

Will I get a 5498-SA every year?

The 5498-SA form is typically delivered the month after the tax filing deadline, allowing any contributions made in the current year for the prior year to be included. (If you make additional HSA contributions for the prior year after the 5498-SA is issued, you'll get an updated 5498-SA.)

Where can I get an HSA tax form?

Health Savings Account (HSA) You will receive the IRS Form 1099-SA and IRS Form 5498-SA either by mail or electronically (based upon your elected delivery preference). These IRS tax forms are also available in the Member Website. IRS Form 1099-SA is provided for each HSA distribution you made in the current tax year.

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Where can I get an HSA form?

Health Savings Account (HSA) You will receive the IRS Form 1099-SA and IRS Form 5498-SA either by mail or electronically (based upon your elected delivery preference). These IRS tax forms are also available in the Member Website. IRS Form 1099-SA is provided for each HSA distribution you made in the current tax year.

Are there HSA tax forms?

A. There are three tax forms associated with health savings accounts (HSAs): IRS Form 1099-SA, 5498-SA and IRS Form 8889. Please use the information in your 1099-SA form, available online, to fill out IRS tax form 8889. Form 8889 is the only one you need to submit with your taxes.

What should I do with 5498-SA?

The 5498-SA tax form is used to report contributions to a health savings account (HSA). It is for informational purposes and is not required to file a tax return.

What is a 5498-SA form used for?

Form 5498-SA reports your annual contributions to these tax-free accounts that you use to pay for medical expenses. Contributions to similar accounts, such as Archer Medical Savings Accounts and Medicare Advantage MSAs will also warrant a Form 5498-SA. This form must be mailed to participants and the IRS by May 31.

Do you get a form for HSA contributions?

More In Forms and Instructions File Form 8889 to: Report health savings account (HSA) contributions (including those made on your behalf and employer contributions).

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