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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, February 17, 2026 | 10:00 AM & 1:00 PM (PST)
Decoding FSA Jargon

FSA administration can feel complicated when the terminology isn’t clear. This webinar breaks down commonly used FSA terms into plain language, helping employers, brokers, and general agents navigate plan rules with confidence.

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