Form 5498-SA

Form 5498-SA is used to report on the contributions that were made to an individual’s HSAplan for a given tax year. HSA provider will send the form by May 31st of each year to participants and to the IRS. Unlike Form 1099-SA, Form 5498-SA is provided in May because contributions can be made for the previous tax year up until the tax filing deadline for that year.

Employees who have an HSA through Avidia can download PDFs of Form 5498  in the Avidia Flex Benefits portal or Zenefits, or choose to receive a paper form 5498-SA by logging in to the Zenefits Flex Benefits portal. Employees with HSA  Bank can access the form directly through the HSA Bank portal. 

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