Each year our Health Savings Account (HSA) Bank creates Form 1099-SA tax documents for participants. The 1099-SA is used to report any distributions (withdrawals) of funds from your HSA during the respective tax year.
 
Form 1099-SAs became available mid-January and can be downloaded from the HSA Bank member website – www.myhsabank.com. If you opted to receive paper notifications, you should have also received this form in the mail to you home address of record.
 
To access your 2023 tax documentation through the member portal, you will need to login to the HSA Bank member website using your original user name and password. This is the username and password you utilized during the 2023 plan year.
 
If you have any questions or need assistance, please reach out to HSA Bank at 800-357-6246 or askus@hsabank.com. HSA Bank has a dedicated webpage with additional tax time information – HSA Tax Time 101.
 
Please note – You will not receive a 1099-SA if you did not withdraw funds from your HSA during the 2023 plan year.