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The Internal Revenue Service (IRS) requires Bank of America (the bank that us is used by Reliant's domestic medical insurance provider Highmark BCBS for providing Health Savings accounts 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 insurance 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

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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. 

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For more details about qualified medical expenses, please refer to IRS Publications 969 and 502 , or consult a tax professional.

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Bank of America's HSA help line is 1-866-791-0250. 

Where can I find a duplicate copy of my 1099-SA?

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  • . Select the link "Get details, cash statements, tax forms & deposit slips"

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  • Click on "View Prior Year Tax Forms"

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FMHOME:Accounting Contact
FMHOME:Accounting Contact