[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-303185-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-303185-en":127},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","hsa-document-options-v822","HSA Document Options - v8.22","","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.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/hsa-document-options-v822/303185/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/hsa-document-options-v822/303185.png","ImageObject",442,249,{"name":42,"@type":43},"Adam","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-05","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",6,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"How do I receive my annual HSA tax documents?","Question",{"text":63,"@type":64},"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.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What is Form 1099-SA and when will I get it?",{"text":68,"@type":64},"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.",{"name":70,"@type":61,"acceptedAnswer":71},"What is Form 5498-SA and what happens if I make additional contributions?",{"text":72,"@type":64},"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.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},303185,1790185838,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":26,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":22},1374404737137,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","HSA Advantage™  \nTax Documents & Statements  \nYou will receive your annual HSA tax documents electronically.  \nAll 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.  \nIf 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.  \nYour 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.  \nWhich tax documents should you expect to receive?  \nForm 1099-SA for distributions and Form 5498-SA for contributions  \nForm 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.  \nForm 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.  \nIf 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.  \nA notification will be sent to you when annual tax documents are posted to your online account.  \nUpdate Your Contact Information on Your Online Account  \nTo 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.  \nThe Chard Snyder  \nMobile App  \nManage your HSAon the go, anywhere,  \nanytime  \nFeatures  \n• View account balances and transaction details  \n• Request HSA transactions, including distributions and contributions  \n• Manage HSA investments torealign, update, or transfer your portfolio (Options become available when minimum HSA cash balance set by your employer is reached.)  \n• Enter your bank account for seamless transfers  \n• Scan any product for eligibility using your phone’s camera  \nDownload from the App Store or Google Play  \n[www.chard-snyder.com](www.chard-snyder.com)  \nChard Snyder helps you get the most out of your HSA benefit.  \nSet Your Delivery and Alert Preference  \nLog in to your Chard Snyder online account and go to the Message Center tab. Click on Update Notification Preferences  \nThen choose the Notification Preference  \nThe 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.  \nChard Snyder Website  \n[www.chard-snyder.com](www.chard-snyder.com)  \nOnce 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.  \nChard Snyder  \nParticipant Services  \nOur Participant Services team is here to help answer questions you may have about your HSA. Contact us via Live Chat on the Chard","cbCaiqbezfwdSrcz","https://ap.wps.com/l/cbCaiqbezfwdSrcz","pdf",1206374,"English","# Annual HSA Tax Documents Delivery\n## Electronic availability and email notifications\n## Paper mailing option\n# Tax Documents to Expect\n## Form 1099-SA distributions\n## Form 5498-SA contributions\n## Corrected Form 5498-SA after December 31\n# Manage Delivery and Alerts\n## Update contact information in the online account\n## Set delivery and alert preferences\n# Chard Snyder Mobile App\n## App features and download","[{\"question\":\"How do I receive my annual HSA tax documents?\",\"answer\":\"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.\"},{\"question\":\"What is Form 1099-SA and when will I get it?\",\"answer\":\"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.\"},{\"question\":\"What is Form 5498-SA and what happens if I make additional contributions?\",\"answer\":\"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.\"}]","HSA Document Options - v8.22 | PDF",1789800397]