Reminder: Tax Forms Issued for HSA Owners
May 19, 2009
If you were enrolled in the Consumer Choice PPO Plan last year (2008), you will receive tax forms associated with your Health Savings Account (HSA).
- Form 1099-SA notifies the IRS of distributions made from your HSA during the tax year.
- Form 5498-SA notifies the IRS of contributions made to your HSA during the tax year.
Bank of America issued the appropriate form(s) with instructions about the use and requirements for filing the banking institution’s annual tax return.
Resources
Here are some resources to help with your questions:
- Internal Revenue Service
- Bank of America or 1-866-791-0250
