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What number should I call if I have questions about my 1099-SA / 5498-SA Form?
For 1099-SA / 5498-SA forms covering January 1 - November 13, 2017: Bank of America's HSA helpline is 1-800-718-6710. For 1099-SA 5498-SA forms covering November 14 - December 31, 2017: 2018: Highmark's helpline 1-866-474472-0924 (Acclaris doesn't have a direct customer service phone number to call - you'll need to contact Highmark. Highmark can help you register to access your HSA account online and then they can access your form to send you or they can assist you in how to access the form online).
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The Highmark website currently has will have the Acclaris 1099-SA and 5498-SA form available for download - for the period covering November 14 - December 31, 2017. Reliant has been informed that Bank of America 1099-SA and 5498-SA forms will NOT be available on the Highmark website so it's important to watch for the mailed copy and to keep it with your tax records. If you cannot find your Bank of America 1099-SA and 5498-SA form - you will need to contact Highmark and they can request a duplicate copy from Bank of America. IMPORTANT: Highmark has told us this process may take a few weeks so please do NOT wait until the tax deadline to reach out and expect them to be able to provide this form quickly. Highmark's customer service number to call is 1-866-472-0924. You'll need to tell Highmark that you never received the 1099-SA tax form. Ask Highmark to open up a Tier 1 help ticket with Acclaris - Acclaris will then reach out to Bank of America to obtain the duplicate form. Information that may be helpful to locate you in the Highmark/Bank of America systems: Bank# 07201, Payer's EIN 94-1687665 1099-SA frorms were issued by: Bank of America, N.A. - Benefit Solutions HSA P.O. Box 25165 Lehigh Valle y, PA 18002-5165 January 1, 2018-December 31, 2018. |
- 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" (if the link doensdoesn't work make sure you allow pop-ups on this site from your browser)
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- Click on "Statements and Tax Forms"
- Click on "2017 2018 Tax Forms"
- Click the link to the tax forms, download and save to your computer.
- The Acclaris combined 1099-SA & 5498-SA form from 2017 is already available2018 will be available by January 31, 2019.
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