If you are participating in the Health Savings Account (HSA), in January you were sent Form 1099-SA, which indicates any distributions/withdrawals from your account during the 2015 calendar year. This form can also be accessed online through aetna.com > Health Savings Account or payflexdirect.com. Once you log in to the HSA site, go to “My Dashboard” > “My Documents”, then select “HSA Tax Documents” from the drop down menu.
Form 5498-SA, which indicates any 2015 tax year HSA contributions, will be mailed in May 2016. The reason this form is mailed in May is due to the fact that participants may be able to make 2015 contributions to their HSA from January 1, 2015 through the 2015 tax filing deadline of April 18, 2016. This form is not needed for tax filing.