Year-end Status Report
This form shows your account activity for the calendar year. The information provided includes account balances, contributions, distributions, fees charged, and earnings on the account. The Year-end Status Report is provided for your records and is not an official tax document.
IRS Form 1099-SA
This form provides you with the distributions that were made from your Health Savings Account. You will receive a separate 1099-SA for each type of distribution you had in that tax year. The five types of distributions are normal, excess contribution removal, death, disability and prohibited transaction.
IRS Form 5498-SA
This form provides you with the contributions that you made to your Health Savings Account in that tax year. Since accountholders have the right to make contributions to their HSA for a tax year until April 15th of the following year, this form is sent in May of the following year.
Federal Tax Filing Forms
You can use these downloadable forms to report the information you need to file with the IRS. The same forms are available through the Internal Revenue Service.
HSA Forms
IRS Form 8889
Instructions for Form 8889
MSA Forms
IRS Form 8853
Instructions for IRS Form 8853
State Tax Resources
The Health Savings Account legislation and tax advantages are a federal law. However, treatment of your state income tax regarding HSAs may differ from state to state. Therefore, we encourage you to review your particular state's tax rules to obtain the appropriate information. To help find this information, click here.
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