How to Get Form 5498-SA from Bank of America HSA?

Form 5498-SA is an important document that reports contributions made to your Health Savings Account (HSA) for a specific tax year. If you have an HSA with Bank of America and need to obtain your Form 5498-SA, here's how you can get it:

  1. Access Bank of America Online Banking.
  2. Locate the Documents Section.
  3. Search for Form 5498-SA.
  4. Download or request a copy of the Form.

Additionally, you can contact the Bank of America customer service for assistance in obtaining your Form 5498-SA.


Form 5498-SA is crucial for reporting your HSA contributions when tax season rolls around. If you're a Bank of America HSA holder looking to get your Form 5498-SA, follow these straightforward steps:

  1. Log in to your Bank of America Online Banking account.
  2. Navigate to the 'Documents' section, usually found under your account settings.
  3. In the search bar, type 'Form 5498-SA' to locate the specific form.
  4. You can either download it directly or request that a physical copy be sent to you.
If you encounter any issues, don't hesitate to reach out to Bank of America customer service for further assistance.

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