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.
- From your Ameriflex account, scroll down to your Avidia Bank HSA
- Click tax forms (located next to Account Resources)
- Download your 1099-SA
- Send to your tax advisor