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What is a 1099-SA Form?
The Internal Revenue Service (IRS) requires Bank of America (the bank that us used by Reliant's domestic medical provider insurnace provider Highmark BCBS for providing Health Savings accounts to our medical insurance participants) to issue IRS Form 1099-SA if you took a distribution from your HSA during the previous tax year. These forms are mailed directly by Bank of America to our domestic medical insurnace participants.
We’ve provided descriptions of some of the fields on the form below.
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Box 5 – HSA. This box shows the type of account that is reported on this IRS Form 1099-SA.
What HSA Documents should I retain for tax purposes?
If you are audited by the IRS, you may be asked to provide receipts for Qualified Medical Expenses paid using your distributions from your HSA account.
What are Qualified Medical Expenses?
Qualified medical expenses, as defined by the Internal Revenue Code, generally include:
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For more details about qualified medical expenses, please refer to IRS Publications 969 and 502, or consult a tax professional.
What number should I call if I have questions about my 1099-SA Form?
The Number for Bank of America's HSA help line is 1-866-791-0250
Where can I find a duplicate copy of my 1099-SA?
Go to https://www.highmarkbcbs.com/home/ and log in to your HSA account.
Click on Spending - select the link "Get details, cash statements, tax forms & deposit slips"
Click on "View Prior Year Tax Forms"
