Get HSA Distribution Request Form

To request a distribution from your HSA in your online account, complete the following steps: Log in to your online account. Navigate to the Home tab and click the applicable option in the I Want To section. ... Complete the required fields and then click "Next." Select the frequency and then click "Next."

Health Savings Account (HSA) 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. IRS Form 1099-SA is provided for each HSA distribution you made in the current tax year.

File Form 8889 to: Report health savings account (HSA) contributions (including those made on your behalf and employer contributions). Figure your HSA deduction. Report distributions from HSAs.

HSA distributions The IRS requires you to prepare Form 8889 and attach it to your tax return when you take a distribution from an HSA. However, if your 1099-SA indicates you did not use the distribution for qualified medical expenses, you will pay income tax on the portion you used for nonqualified expenses.

HSA distributions and taxes Although a qualified HSA distribution is not taxable, you still must file IRS Form 8889 to report any distributions made during the year.

Amounts shown on Form 1099-SA must be reported on the taxpayer's federal income tax form.

Is there a difference? Yes, the form 1099-SA is the Distributions From an HSA Form. The 1095-C is the Employer-Provided Health Insurance Offer and Coverage and 1095-B is the Health Coverage form. You would receive a 1099-SA if you took money out of your HSA.

Health Savings Account (HSA) 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. IRS Form 1099-SA is provided for each HSA distribution you made in the current tax year.