[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304906-105":53,"doc-detail-304906-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","tax-form-checklist-for-hsa-1-11","Tax Form Checklist for HSA - 1 - 11","","Tax Form Checklist for HSA guides HSA accountholders through the key IRS forms needed during tax season. It explains which U.S. Bank forms may be received and when, including Form 1099-SA and Form 5498-SA, and clarifies eligibility based on prior-year distributions or contributions. It also details the federal income tax forms required, such as Form 1040, Form 8889 (attached), and Form 5329 (when applicable).",{"@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/tax-form-checklist-for-hsa-1-11/304906/",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/tax-form-checklist-for-hsa-1-11/304906.png","ImageObject",442,249,{"name":88,"@type":89},"Oliver","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","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},"Which U.S. Bank form is mailed by January 31 for HSA owners?","Question",{"text":108,"@type":109},"Form 1099-SA is mailed by January 31 when you distributed funds from your HSA in the prior year, including rollover distributions.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"When is Form 5498-SA available online and who receives it?",{"text":113,"@type":109},"Form 5498-SA is available online May 22 when you contributed funds to your HSA in the prior year through April 15 of the current year, including rollover contributions.",{"name":115,"@type":106,"acceptedAnswer":116},"What federal tax forms must be obtained for HSA reporting?",{"text":117,"@type":109},"For federal income taxes, you must obtain Form 1040, Form 8889 (to attach to Form 1040), and Form 5329 (attached to Form 1040) when excess contributions were not withdrawn by the tax filing 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},304906,1790458050,{"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":79,"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},8796095461610,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Tax Form Checklist for your HSA  \nAs the tax season approaches, you may be asking yourself what you, as an HSA accountholder, need to do differently when completing your tax forms. This checklist will help simplify what forms you should be aware of and what information will be required.  \n\n| You will receive the following forms from U.S. Bank: |  | Received √ |\n| --- | --- | --- |\n| Form 1099-SA Mailed by January 31 | This form is only provided if you distributed funds out of your HSA in the prior year. (includes rollover distributions) |  |\n| Form 5498-SA\u003Cbr>Available online May 22 | This form is only provided if you contributed funds to your HSA in the prior year through April 15 of the current year. (includes rollover contributions)\u003Cbr>Note: if you contributed more than the allowed amount, the correction will appear in your distributions amount on Form 1099-SA. |  |\n\n\n| When completing your federal income taxes, you must obtain the following forms: |  |  |\n| --- | --- | --- |\n| Form 1040 | -Reports deductions for individual contributions\u003Cbr>-Reports taxable non-medical HSA distributions\u003Cbr>-Reports any 6% excise tax on excess contributions not withdrawn-Reports any 20% excise tax for non-medical distributions |  |\n| Form 8889\u003Cbr>(attach to Form 1040) | -Reports HSA contributions (by you, others and/or your employer) . You must include all prior year contributions even if they are made in the current year.\u003Cbr>-Reports HSA distributions (medical, non-medical, rollovers, withdrawals for excess contribution)\u003Cbr>-Reports HSA you acquire upon death of HSA owner\u003Cbr>Note: If married, you must complete separate Form 8889 for each spouse’s HSA. |  |\n| Form 5329\u003Cbr>(attach to Form 1040) | This form only applies if you reported excess contributions not withdrawn prior to the tax filing deadline. |  |\n\nThis checklist is not intended as tax or legal advice and it cannot be relied upon as such. Additional forms maybe required for federal or state tax purposes. For more information on HSAs and tax or reporting requirements, please refer to IRS Publication 969. For copies of IRS forms and instructions, please visit the IRS website at [www.irs.gov/formspubs](www.irs.gov/formspubs).","cbCailaPrYQZ6smS","https://ap.wps.com/l/cbCailaPrYQZ6smS","pdf",95749,"English","# U.S. Bank Forms Received\n# Federal Income Tax Forms Required\n# Important Notes and References","[{\"question\":\"Which U.S. Bank form is mailed by January 31 for HSA owners?\",\"answer\":\"Form 1099-SA is mailed by January 31 when you distributed funds from your HSA in the prior year, including rollover distributions.\"},{\"question\":\"When is Form 5498-SA available online and who receives it?\",\"answer\":\"Form 5498-SA is available online May 22 when you contributed funds to your HSA in the prior year through April 15 of the current year, including rollover contributions.\"},{\"question\":\"What federal tax forms must be obtained for HSA reporting?\",\"answer\":\"For federal income taxes, you must obtain Form 1040, Form 8889 (to attach to Form 1040), and Form 5329 (attached to Form 1040) when excess contributions were not withdrawn by the tax filing deadline.\"}]","Tax Form Checklist for HSA - 1 - 11 | PDF",1789819411]