Annual tax forms will be made available through your online Lively dashboard. As a courtesy, an email notification will be sent out to you when the respective forms are ready to view or download:
- 1099-SA: this tax form is generally available by January 31st
- 5498-SA: this tax form is generally available by May 31st
If you opened an HSA and took distributions (including rollover distributions) during the tax year in question, you will see an IRS Form 1099-SA listed under your "Tax Forms" in the "Documents" section of your account.
If you made any contributions (including rollover contributions) into your HSA for the taxable year, you will find an IRS Form 5498-SA in the same above mentioned location as your 1099-SA.
To view and download your tax forms:
Sign into your Lively dashboard and choose "Tax Forms" in the "Documents" section to view your tax documents or confirmation you will not receive one.
For more information about your HSA and taxes, check out Lively’s HSA Tax Guide or other FAQs below:
- What if I had more than one HSA in a tax year?
- 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: