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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, April 21, 2026 | 10 AM & 1 PM (PST)
Payroll Deductions & FSA Timing: What Employers Should Know

Payroll cycles and FSA timelines don’t always align.
This session breaks down how to manage deductions, enrollments, and life events without compliance gaps.

✔ Payroll cycles vs. FSA timing
✔ Mid-year changes & QLE handling
✔ Practical guidance for HR & payroll teams

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