Skip to content

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.

×

Upcoming Webinar

Tue, April 14, 2026 | 10 AM (PST)
Navigating the Sterling Portal: Plan and Rate Renewals Made Simple

Managing renewals across multiple groups?
Join this 30-minute walkthrough to learn how to update plans and rates accurately in the Sterling Portal—without the back and forth.

✔ Enter new plan year rates with ease
✔ Follow the right steps every time
✔ Stay on track during renewal season

×
We value your privacy

We use cookies to ensure that we give you the best experience on our website. By using our website, you agree to our privacy policy.