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 31st
- 5498-SA: this tax form will be sent out by May 31st
If you opened an HSA and took distributions (including rollover distributions) or had a taxable event in 2017, you will receive an IRS Form 1099-SA.
If you made any contributions (including rollover contributions) into your HSA for the 2017 tax year, you will receive an IRS Form 5498-SA.