Where Do You Get a 1099 HSA? Learn All About Receiving Your HSA Tax Forms

Getting a 1099 HSA form is an essential part of managing your health savings account (HSA) come tax season. The 1099 form is used to report contributions, distributions, and other relevant information about your HSA.

So, where do you get a 1099 HSA? Here's a simple guide:

1. From Your HSA Provider: Most HSA providers will mail you a copy of your 1099 form by the end of January each year. Make sure to keep your contact information updated with your provider to ensure you receive it on time.
2. Online Access: Some HSA providers also offer the option to download your 1099 form directly from their online portals. Check your provider's website or contact their customer service to inquire about accessing it online.
3. IRS Website: If you haven't received your 1099 form from your HSA provider, you can also obtain a copy from the IRS website. Look for the form 1099-SA for HSA distributions and form 5498-SA for HSA contributions.

Remember, it's crucial to include information from your 1099 HSA form when filing your taxes to accurately report your HSA activity for the year.

Obtaining your 1099 HSA form is key to ensuring a smooth tax preparation process since it details all contributions and distributions made throughout the year.