General Questions & Answers
Forms & Descriptions
Tax-subsidized Medical Expenses
State Tax Information
Forms and Descriptions
 IRS Form 1099-SA
This form provides you with the total distributions that were made from your Health Savings Account. You will receive a separate 1099-SA for each type of distribution you had in that tax year. The five types of distributions are normal, excess contribution removal, death, disability and prohibited transaction. If you did not have distributions during the tax year, you will NOT receive a 1099.
IRS Form 5498-SA
This form provides you with the contributions that you made to your Health Savings Account in that tax year. Since accountholders have the right to make contributions to their HSA for a tax year until April 15th of the following year, this form is sent out in May of the following year. If you did not have contributions during the tax year, you will NOT receive a 5498.
IRS Form 8889
HSA contribution form. This form must be completed by the accountholder and attached to the 1040 Form.
For more information on tax forms and descriptions click on the links below:
http://www.ustreas.gov/offices/public-affairs/hsa/forms/
US Treasury links to Frequently Asked Questions
http://www.ustreas.gov/offices/public-affairs/hsa/faq.shtml
Federal Tax Filing Forms
You can use these downloadable forms to report the information you need to file with the IRS. The same forms are available through the Internal Revenue Service.
http://www.ustreas.gov/offices/public-affairs/hsa/technical-guidance/
Eligible and ineligible expenses
For information on Eligible and ineligible expenses, including tax-subsidized medical expenses visit
IRS Publication 502 - Qualified Medical and Dental Expenses.
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