IRS Notices & Publications
Forms you will receive from HSA Bank:
IRS Form 1099-SA is provided for each HSA distribution you made in the current tax year.
IRS Form 5498-SA indicates your HSA contributions made for the current tax year. This information is used to complete IRS Form 8889.
Instructions for IRS Forms 1099-SA and 5498-SA
Forms you will need to complete:
IRS Form 8889 to report your HSA contributions, distributions and your tax deductions from IRS Forms 1099-SA and 5498-SA. (Instructions for Form 8889)
IRS Form 8853. If you have a Medical Savings Account (MSA), or transferred an MSA to your HSA, this form is to report your MSA contributions and distributions. (Instructions for IRS Form 8853)