If you made HSA distributions (withdrawals, card transactions, excess distributions, rollovers) in 2023, you’ll need a 1099-SA tax form when you file your taxes. Before January 31, 2024 you’ll receive an email from an IRS-authorized eFiling platform called Tax1099.com with instructions on accessing your 1099-SA form.
If you made HSA contributions or rollovers in 2023, you'll receive another 5498-SA tax form by the end of May 2024. Note that the 5498-SA form is for informational purposes only and is not required to file tax returns.
- You’ll receive one of two emails to the personal email address with the subject line “Tax1099 eDelivery Consent”. If we don’t have your personal email address, it will go to your work email.
OR - When you click the “click here” link, you’ll be directed to the Tax1099.com portal:
- Your “Email Id” is the email address you received the email to.
- Your password combines the first 4 characters of your full name and the last 4 digits of your Social Security Number or Individual Taxpayer Identification number.
For example:
- If your name appears on the form as Mary May with an SSN of 517223355 then the password would be mary3355 (first 4 characters of your Full Name/Business Name Including spaces + last 4 digits of your SSN/ITIN number).
- If your name appears on the form as AL D with ITIN as 517223355, then the password would be al d3355 (first 4 characters of your Full Name/Business Name Including spaces + last 4 digits of your SSN/ITIN number).
- If your name appears on the form as AL & D with ITIN as 517223355, then the password would be al &3355 (first 4 characters of your Full Name/Business Name Including spaces and special characters + last 4 digits of your SSN/ITIN number).
- If your name appears on the form as Ma-ry D with ITIN as 517223355, then the password would be ma-r3355 (first 4 characters of your Full Name/Business Name Including spaces and special characters + last 4 digits of your SSN/ITIN number).
5. Click "Get it now" button to have a verification code sent to your email address. Enter your email Id, password, and verification code to log in.
6. Once you log in, you will see a pop-up asking if you consent to e-Delivery. Click on ‘Opt-In & Continue’ to access your form. Forma will only deliver 2023 1099-SA and 5498-SA forms for your HSA from here.
7. Once you opt-in, on the top of the page open the Select Payer dropdown and select “Blue Ridge Bank, NA”.
8. Your 1099-SA form and/or 5498-SA form will appear in the table where you can download it as a PDF.