[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-301233-105":53,"doc-detail-301233-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","lively-hsa-tax-checklist-2019-tax-forms-guide","Lively HSA Tax Checklist - 2019 Tax Forms Guide","","This document serves as a comprehensive tax form checklist for Health Savings Account (HSA) holders, specifically tailored for the 2019 tax season. It clarifies which IRS forms, including 1099-SA and 5498-SA, are provided by HSA administrators, as well as necessary federal tax forms like 1040, 8889, and 5329 that users must file themselves. The guide outlines the specific conditions under which each form is required, providing taxpayers with a clear framework to organize their financial documentation accurately.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/lively-hsa-tax-checklist-2019-tax-forms-guide/301233/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/lively-hsa-tax-checklist-2019-tax-forms-guide/301233.png","ImageObject",442,249,{"name":88,"@type":89},"Blitz","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"When is IRS Form 1099-SA typically sent out?","Question",{"text":108,"@type":109},"IRS Form 1099-SA is typically sent out by January 31 of each year.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Under what conditions must I file IRS Form 8889?",{"text":113,"@type":109},"You must file Form 8889 if you have made or received HSA contributions, if you have taken any HSA distributions, or if you received an HSA upon the death of the owner.",{"name":115,"@type":106,"acceptedAnswer":116},"When does IRS Form 5329 apply to my HSA?",{"text":117,"@type":109},"Form 5329 applies only if you have made excess HSA contributions prior to the current year tax deadline.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301233,1790214153,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},24464137899374,"https://us-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","HSA Tax Check List  \nLet us help you get organized this tax season  \n2019 Tax Forms Required for HSAs  \nHSA Tax Form Check List  \nFrom Your HSA Provider  \nIRS Form  \n1099-SA  \nThis form is only required if you distributed funds that year from your HSA, including rollover funds. This is typically sent out by January 31 each year.  \nIRS Form  \n5498-SA  \nThis form is only required if you contributed funds to your HSA in the previous year until April 15 (tax day) of the current year. This is typically sent out by May 31 each year.  \nAdditional Required Federal Tax Forms  \nIRS Form  \n1040  \nThis is the standard federal income tax form in which you report HSA contributions, taxable non-medical HSA distributions, excess HSA contributions not withdrawn or non-medical HSA distributions.  \nIRS Form 8889  \nThis form is required if any HSA contributions have been made to your HSA (from yourself or another person), you have made any HSA distributions, or received an HSA upon the death of the owner.  \nIRS Form  \n5329  \nThis form only applies if you have excess HSA contributions, prior to the current year tax deadline.  \nNothing on this page is intended to provide any tax, legal, insurance or financial advice. Please consult with a professional in those areas for specific advice related to your situation. Additional forms may be required for federal or state tax purposes. For more information on HSAs and tax or reporting requirements, please refer to IRS  \nPublication 969.  \n[livelyme.com](livelyme.com) 1 (888) 576-4837 [support@live](support@livelyme.com)[ly](support@livelyme.com)[me.com](support@livelyme.com)","cbCaitavPoBWApMX","https://ap.wps.com/l/cbCaitavPoBWApMX","pdf",34027,"English","# 2019 Tax Forms Required for HSAs\n## From Your HSA Provider\n## Additional Required Federal Tax Forms","[{\"question\":\"When is IRS Form 1099-SA typically sent out?\",\"answer\":\"IRS Form 1099-SA is typically sent out by January 31 of each year.\"},{\"question\":\"Under what conditions must I file IRS Form 8889?\",\"answer\":\"You must file Form 8889 if you have made or received HSA contributions, if you have taken any HSA distributions, or if you received an HSA upon the death of the owner.\"},{\"question\":\"When does IRS Form 5329 apply to my HSA?\",\"answer\":\"Form 5329 applies only if you have made excess HSA contributions prior to the current year tax deadline.\"}]","Lively HSA Tax Checklist - 2019 Tax Forms Guide | PDF",1789780285]