Tax season's almost here — download the forms
Here are some quick answers to questions about tax forms.
Tax time can be time-consuming and complex. For all things tax-related for your HSA, Optum Bank has got your back. Here are some quick answers to common questions about tax forms — what you’ll need and when you’ll get them.
Forms you will need:
- IRS Form 1099-SA: You will receive this form if you used funds in 2017.
- IRS Form 5498- SA: You will receive this form if you contributed in 2017.
- IRS Form 8889: This is the form you will need to submit with your taxes for your HSA. Complete this form using your 1099-SA and 5498-SA forms mentioned above. You can find IRS Form 8889 on the IRS website or log in to your account, under "Statements & Docs" section.
When you will receive your forms:
- End of January: Both the IRS Form 1099-SA and IRS Form 5498-SA will be available online the end of January.
- Available any time: IRS Form 8889 can be downloaded at any time.
Ready to say goodbye to printed forms?
- Log in to your account.
- Click "Account" dropdown
- Click "Account Management."
- Update your Communication Preferences to "Online."
In January 2018 access your tax forms:
- Log in to your account.
- Click "Statements & Docs" from the "I want to..." section.
Top