Does Lively send out tax forms? If so, when?

Annual tax forms will be sent by Choice Financial (Lively’s banking partner). The following forms will be sent:

• 1099-SA: this tax form will be sent out by January 31^st
• 5498-SA: this tax form will be sent out by May 31^st

If you opened an HSA and took distributions (including rollover distributions) or had a taxable event in 2018, you will receive an IRS Form 1099-SA.

If you made any contributions (including rollover contributions) into your HSA for the 2018 tax year, you will receive an IRS Form 5498-SA.