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Box 5 – Fair Market Value of Account. This box shows the fair market value of the account as of December 31st 31 of the tax year being reported.
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Qualified medical expenses, as defined by the Internal Revenue Code, generally include:•
- Most medical care and services
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- Dental and vision care
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- Prescription drugs and some over-the-counter drugs that are not covered by insurance or otherwise
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Medical insurance premiums are generally not considered qualified medical expenses; however, premiums paid for COBRA continuation coverage, qualified long-term care insurance (subject to certain limitations), and Medicare premiums are considered qualified medical expenses.
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For 1099-SA / 5498-SA forms covering January 1 - November 13th 13, 2017: Bank of America's HSA help line helpline is 1-866-791-0250.
For 1099-SA 5498-SA forms covering November 14 - December 31th 31, 2017: Highmark's helpline 1-866-474-0924 (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 only has the Acclaris 1099-SA and 5498-SA form available for the period covering November 14 - December 31th 31, 2017. Reliant has inquired whether or not the bank of America forms will also be available on the Highmark website. We will update this page as we find out more. In the meantime, please watch for mailed copies and call the Bank of America number listed above if you have questions/concerns with your forms. |
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