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WHERE ARE MY HSA TAX FORMS?

HSA-related tax forms 1099-SA and 5498-SA are available online for accountholders. Simply log in, then go to “Statements,” then “Tax Statements.” Scroll down the page to find PDFs of forms 1099-SA and 5498-SA.

If you can’t find them, simply call Sterling Customer Service for help.

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Upcoming Webinar

Tue, November 18, 2025 | 10 AM & 1 PM (PST)
FSA Debit Cards & Claim Substantiation: Tips, Rules, and Best Practices

Overview of the reimbursement process, how FSA debit cards work, what triggers requests for substantiation, and tips for smoother participant experiences and plan compliance.

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