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Download 1099-SA Tax Form

Written by Aimee Reynard
Updated 5 days ago

The Internal Revenue Service (IRS) regulations require that a 1099-SA be issued for all individuals that have an active health savings account (HSA) with distributions processed within a calendar year. 

1099-SA tax forms will be available online to Ameriflex HSA account holders by the IRS deadline of January 31st after the calendar year has ended.   

Steps (desktop)

  1. From your Ameriflex account, scroll down to your Avidia Bank HSA
  2. Click tax forms (located next to Account Resources)
  3. Download your 1099-SA
  4. Send to your tax advisor
Note: In compliance with IRS regulations, our banking partner will generate 5498-SA tax forms in May.
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