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Tax season's almost here — download the forms

Here are some quick answers to questions about tax forms.

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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.