How do I find my HSA tax forms?

There are two forms you’ll receive annually:

• Form 1099: Mailed to the address on file by January 31.
• Form 5498: Mailed to the address on file by May 31.

If you prefer a digital copy, you can download your forms online. For the best experience, we recommend using a browser instead of the mobile app.

Download Instructions:

1. Log in to your account and select the Reimbursement Account button.
2. Open the red menu in the top left corner, click My Accounts, then select Benefit Account Summary.
3. In the Account Resources section (above your account balance graph), click the Tax Forms link.
4. If prompted, complete the PDF verification step as instructed.
5. Click on the form name to download your copy.