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 1099-SA reports withdrawals from the HSA during the calendar year. The amount in Box 1 of the form should be reported on Form 8889. The 1099-SA will be issued only if a withdrawal was made.

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 2022 Tax Forms

January 2023

At the end of the month, if you made withdrawals from your HSA in 2022, you will receive Form 1099-SA in the mail from Health Equity.

May 2023

At the end of the month, if you made contributions to your HSA for tax year 2022, you will receive Form 5498-SA in the mail from Health Equity.

Contribution Limits for 2022

	2022
Single	$3,650
Family	$7,300
Catch up (age 55+)	$1,000

Address Changes

If your address has changed, please notify Health Equity of your new address to ensure that you receive all tax forms. Please call 844-396-0221.