If you made HSA distributions (withdrawals, card transactions, excess distributions, rollovers), you’ll need a 1099-SA tax form when you file your taxes. Before January 31 you’ll receive an email from Forma called "Your 1099-SA tax form is ready."
There will also be other prompts within your Forma account notifying you that your 1099-SA document is available.
To download your 1099-SA form, follow these steps:
- Log into your Forma account
- Select ‘Benefits’
- Select ‘Health Saving Account’
- Select ‘Manage HSA’
- Select ‘View Documents’ from the dropdown menu
- Select “Tax Documents”
- Click ‘PDF’ to download your 1099-SA
If you made HSA contributions or rollovers you'll receive another 5498-SA tax form by the end of May. Note that the 5498-SA form is for informational purposes only and is not required to file tax returns.