When will my tax forms be available in my Lively account?
Annual HSA tax forms are made available through your Lively dashboard. You’ll also receive an email notification once your forms are made available for download.
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IRS Form 1099-SA (required for filing taxes): Generally available by January 31st. This form reports any distributions made from your HSA during the calendar year.
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IRS Form 5498-SA (not required for filing taxes): Generally available by May 31st. This form reports contributions made into your HSA for the taxable year.
Please note: you will not receive a 1099-SA if you did not make distributions from your HSA, and you will not receive a 5498-SA if you did not make any contributions.
For more information about your HSA and taxes, please visit Lively's HSA Tax Guide.
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.
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