IRS Resource Document

URL

IRS – Sample Form 1099-SA (Distributions)

IRS – Sample Form 5498-SA (Contributions)

https://www.irs.gov/pub/irs-pdf/i1099sa.pdf

IRS – Instructions: 1099-SA/5498-SA

IRS – Form 8889 (HSA)

IRS – Publication 969 – Online Version

IRS – Publication 969 – PDF Version

U.S. Treasury Resource Center - HSA

https://www.treasury.gov/resource-center/faqs/Taxes/Pages/Health-Savings-Accounts.aspx

Forms & Documents