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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.

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Upcoming Webinar

Tue, October 21, 2025 | 10 AM & 1 PM (PST)
Welcome to Fall: Time for “Calendar Year” Benefits Groups to Prepare for FSA Season

Get ahead of 2026 FSA open enrollment with key plan design tips, communication strategies, and compliance reminders. Perfect for ensuring a smooth and successful enrollment season.

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