Glossary
Glossary - Numbers
1099-SA
Tax form mailed to the accountholder reporting HSA disbursements for the year.
125 Plans
See Cafeteria Plan.
5498-SA
Tax form mailed to the accountholder reporting HSA contributions for the year.
8889
IRS tax form the accountholder must file with his/her tax return. The 8889 Form is used to report the accountholder’s disbursements (using 1099-SA) and contributions (using 5498-SA) for the year.
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