Lively's 1099-SA does not account for HSA activity you may have had with other financial institutions or HSA provider(s) in 2022 or any previous year. Please keep an eye out for your 1099-SA from your other HSA provider(s) or reach out to them directly with questions.
For more information about your HSA and taxes, check out Lively’s HSA Tax Guide or other FAQs below:
- When does Lively send out tax forms?
- Is there an HSA tax form that I need to file with my tax return?
Disclaimer: The content presented in this article is for informational purposes only, and is not, and must not be considered tax, investment, legal, accounting, or financial planning advice, nor a recommendation as to a specific course of action. Investors should consult all available information, including fund prospectuses, and consult with appropriate tax, investment, accounting, legal, and accounting professionals, as appropriate, before making any investment or utilizing any financial planning strategy.Updated: