Form 5498-sa

Video Tutorial How to Fill Out form 5498-sa

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Questions & answers

You will receive the IRS Form 1099-SA and IRS Form 5498-SA either by mail or electronically (based upon your elected delivery preference). These IRS tax forms are also available in the Member Website.
Do I Have to (Or Should I) Report My HSA Contributions? Form 5498-SA is not required in order to file a tax return.
IRS Form 5498-SA is typically available around the end of January. If you contribute in the new year for the previous tax year, you will also get another 5498-SA form in May.
Form 5498-SA is available to trustees online via the IRS website and can be filed electronically.
Go to www.irs.gov, where you can download Instructions for Forms 8889, 1099-SA, 8853, and 5498-SA. IRS Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans. and IRS Publication 502, Medical and Dental Expenses (Including the Health Coverage Tax Credit).
Note: Do not attach Form 5498-SA to your income tax return. Instead, keep it for your records. Generally, contributions you make to your Fidelity HSA are made on a pretax basis via payroll deduction and are not deductible. Any contributions you make on an after-tax basis—via check, for example—are tax deductible.