HSA Tax Information
What are Forms 1099-SA and 5498-SA?
You may have questions about the tax forms you will receive regarding your health savings account (HSA):
Form 5498-SA reports contributions made to the HSA during the tax year. This form is informational and not filed with your taxes.
When to Expect 2016 Tax Forms
At the end of the month, if you made withdrawals from your HSA in 2016, you will receive Form 1099-SA in the mail from FPS Trust.
At the end of the month, if you made contributions to your HSA for tax year 2016, you will receive Form 5498-SA in the mail from FPS Trust.
Contribution Limits for 2017
|Catch up (age 55+)||$1,000||$1,000|
If your address has changed, please notify HealthSavings Administrators of your new address to ensure that you receive all tax forms. You may contact them by calling 888-354-0697 or by e-mailing AskUs@HealthSavings.com.