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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, March 17, 2026 | 10 AM & 1 PM (PST)
Decoding FSA Jargon – Part 2

In this 30-minute session, Sterling Administration will break down how these rules affect fund availability, claim deadlines, and plan administration. The webinar will also highlight important considerations for employers and practical compliance insights for brokers supporting multiple clients.

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