In January, Health Savings Account (HSA) participants were sent Form 1099-SA, which indicates any distributions/withdrawals from the account during the 2017 calendar year. This form can also be accessed through aetna.com > Health Savings Account or payflex.com. Once logged into the HSA site, go to “Documents and Forms” and select “HSA Tax Documents” from the drop-down menu.
Form 5498-SA, which indicates any 2017 tax year HSA contributions, will be mailed in May 2018. This form is mailed in May because participants may be able to make 2017 contributions to their HSA from January 1, 2017 through the 2017 tax filing deadline of April 18, 2018. This form is not needed for tax filing.