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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, February 24, 2026 | 10:00 AM & 1:00 PM (PST)
Navigating the Sterling Portal

A focused 30-minute walkthrough of the Sterling Portal designed to support accurate plan and rate renewals. Learn best practices to avoid delays, reduce errors, and prepare confidently for the new plan year.

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