When will HSA tax documents be issued for the 2024 tax year?

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When will tax documents be issued

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Posted by Anonymous
Asked on January 23, 2025 11:34 am
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Tax Form 1099-SA - Distributions from an HSA:

  • The original form 1099-SA will be available for download and review by 01/07/2025;
  • Corrected 1099-SA forms will start processing on 02/07/2025.

Tax Form 5498-SA - Contributions to an HSA:

  • The original form 5498-SA will be available for download and review by 02/05/2025.
  • Corrected 5498-SA forms will start processing on 02/21/2025.
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Posted by Trey Tompkins (Questions: 0, Answers: 23)
Answered on January 23, 2025 11:39 am
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