Have a HSA? Here is what you need to know as you prepare your 2018 Tax Return.
HSA contributions and distributions are non-taxable when used for qualified medical expenses (check out our eligibility list here). And as a HSA account holder you need to report all contributions and distributions made to your HSA when filing taxes.
There are two forms you will need to report your HSA transactions from last year: Forms 1099-SA and 5498-SA. If you are a 24HourFlex participant, both of these forms are available for download in your Consumer Portal under the “Tools & Support” tab.