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All CollectionsUnderstanding your HSATax Implications
What tax forms will I receive to include with my annual tax filings?
What tax forms will I receive to include with my annual tax filings?

Annual tax filing

Updated over 5 years ago

Form 1099-SA notifies the IRS of distributions made from your HSA during the tax year. Form 5498-SA notifies the IRS of contributions made to your HSA during the tax year. The institution holding your account will send the appropriate year-end form(s) to you with instructions regarding the forms' use and requirements for filing your annual tax return.

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