Where Do You Get HSA Tax Info? - A Helpful Guide for HSA Users

When it comes to managing your HSA (Health Savings Account), understanding the tax implications is crucial. Your HSA tax information can be easily accessed from various sources:

• Form 1099-SA: Your HSA provider will issue this form at the beginning of the year, detailing any distributions made from your account.
• Form 5498-SA: This form provides information on contributions, rollovers, and additional contributions made to your HSA during the tax year.
• HSA Statement: Your HSA provider's online portal or monthly statements will also have detailed information on contributions, distributions, and account activity.
• IRS Publication 969: The IRS publication provides comprehensive information on HSA contributions, distributions, and eligible expenses.

By utilizing these resources, you can stay informed about your HSA contributions and distributions, ensuring you maximize the tax benefits of your account.

When managing your Health Savings Account (HSA), it’s essential to stay informed about the tax-related documents you will need. Notably, your HSA tax information is key to optimizing your savings for healthcare costs.