IRS Form 5498s Now Available
The IRS Form 5498 is used to report contributions made to a health savings account (HSA) for a specific tax year. Form 5498s for the 2016 tax year are ready to be viewed online using the instructions below.
HOW TO VIEW YOUR FORM 5498 ONLINE
- Go to https://hsa-xchange.com/login/
- Click Member Portal and login
- Go to OVERVIEW > DOCUMENT LIBRARY > PRIVATE DOCUMENT VAULT
- Click on Federal Tax Form – 5498-SA-2016
Why am I receiving this now? Your Form 5498 includes contributions made to your HSA in the 2016 tax year, which includes the year 2016, as well as any contributions made between January 1, 2017 and April 18, 2017, as permitted per IRS guidelines.
What do I do with this form? We’ve submitted the information on the form to the IRS. If the amount on your form is accurate, simply save the form for your records. No further action is necessary.
If you have further questions about your Form 5498, feel free to contact us at firstname.lastname@example.org or (888) 858-2739.