HSA Document Options - v8.22

Sep 19, 2026

Upload by Adam

HSA Advantage explains how annual HSA tax documents are delivered electronically through a Chard Snyder online account and how email notifications are used to alert account holders when documents are ready. It details what Form 1099-SA and Form 5498-SA cover, when they are created and posted, and when paper mailing may be requested. It also describes updating contact information and delivering notification preferences, plus the Mobile App features and participant service support.

LanguageEnglish

CategoryForms

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Annual HSA Tax Documents Delivery

Electronic availability and email notifications

Paper mailing option

Tax Documents to Expect

Form 1099-SA distributions

Form 5498-SA contributions

Corrected Form 5498-SA after December 31

Manage Delivery and Alerts

Update contact information in the online account

Set delivery and alert preferences

Chard Snyder Mobile App

App features and download

HSA Advantage™ Tax Documents & Statements You will receive your annual HSA tax documents electronically. All Chard Snyder HSA account holders are automatically set up to receive annual tax documents electronically. This means that your tax documents will be made available on your Chard Snyder online account once they are ready. If you have an email address in our system, we will send you an email notification to let you know when the tax documents are available. If you would like your HSA tax documents mailed, you must choose the Paper option in your online Notification Preferences by December 31. There is no feeto have your tax documents mailed to your address on file. If you change your mind, you may turn this option off at any time. Your HSA tax documents are always available on your Chard Snyder online account under the Accounts tab, Statements section. They are formatted to be easily saved to your computer or printed if necessary. Which tax documents should you expect to receive? Form 1099-SA for distributions and Form 5498-SA for contributions Form 1099-SA is used to report distributions (money paid out) from your HSA during the tax year. Form 1099-SA will be created and posted in your online account in January for the previous tax year, and mailed (if requested) no later than January 31. If no distributions occurred, Form 1099-SA will not be created. Form 5498-SA is used to report contributions (money deposited) to your HSA during the tax year. Form 5498-SA will be created and posted in your online account in January for the previous tax year, and mailed (if requested) no later than the end of February. If you make an additional contribution to your HSA after December 31 and before the tax-filing deadline (April 15), a corrected 5498-SA will be created and made available in the your online account. If you have chosen the paper option, you will receive an updated form in the mail. If there are no contributions for the current tax year, Form 5498-SA will not be created. A notification will be sent to you when annual tax documents are posted to your online account. Update Your Contact Information on Your Online Account To view, add or update your email, mobile number, or home address, log into your Chard Snyder online account and click on the Accounts tab, or click on your name at the top of the page to open the drop-down menu. Click on Profile Summary (in either location) and choose Update Profile to make changes to your contact information. The Chard Snyder Mobile App Manage your HSAon the go, anywhere, anytime Features • View account balances and transaction details • Request HSA transactions, including distributions and contributions • Manage HSA investments torealign, update, or transfer your portfolio (Options become available when minimum HSA cash balance set by your employer is reached.) • Enter your bank account for seamless transfers • Scan any product for eligibility using your phone’s camera Download from the App Store or Google Play [www.chard-snyder.com](www.chard-snyder.com) Chard Snyder helps you get the most out of your HSA benefit. Set Your Delivery and Alert Preference Log in to your Chard Snyder online account and go to the Message Center tab. Click on Update Notification Preferences Then choose the Notification Preference The information contained in this publication is not, nor is it intended to be, legal or tax advice. Federal regulations may change plan features without notice at any time. © 2022, Chard Snyder & Associates, LLC. All rights reserved. Chard Snyder Website [www.chard-snyder.com](www.chard-snyder.com) Once you’ve enrolled, access your Chard Snyder HSA online account from the website home page by clicking on the blue Login tab at the top right of the page. Chard Snyder Participant Services Our Participant Services team is here to help answer questions you may have about your HSA. Contact us via Live Chat on the Chard

FAQs

How do I receive my annual HSA tax documents?

Annual HSA tax documents are provided electronically in your Chard Snyder online account once they are ready. If your email is in the system, you will receive an email notification when the documents are available.

What is Form 1099-SA and when will I get it?

Form 1099-SA reports HSA distributions during the tax year. It is created and posted to your online account in January for the previous tax year, and mailed (if requested) no later than January 31.

What is Form 5498-SA and what happens if I make additional contributions?

Form 5498-SA reports HSA contributions during the tax year. It is created and posted in January and mailed (if requested) by the end of February; if you contribute after December 31 and before the tax-filing deadline (April 15), a corrected 5498-SA is created and made available in your online account.

Sep 19, 2026

Upload by Adam