13-sa Form Eliminate Your Fears And Doubts About 13-sa Form

Form 5498-SA — which shows the absolute bulk of contributions fabricated to an HSA from any antecedent for the antecedent plan year (2018 in this case) — will be accessible in mid-May. The anatomy about is not accessible until May because it is not appropriate for filing taxes, and an alone has until the tax filing borderline to accomplish contributions alfresco of bulk to their HSA for the antecedent plan year.



Payflex was Purdue’s bloom accumulation accounts ambassador for 2018 so best Anatomy 5498-SAs will appear from Payflex. Box 2 on the 5498-SA anatomy from Payflex reflects absolute HSA contributions fabricated in 2018.

As a reminder, pre-tax contributions (via payroll) can be begin in Box 12b on one’s W-2 form; however, Purdue would not accept ability of post-tax/non-payroll contributions — such as if a being contributed anon to their annual alfresco of a bulk addition — back Purdue is not complex in those types of contributions. Additionally, the 1099-SA anatomy that was fabricated accessible in January 2019 showed the absolute bulk of distributions or funds spent from a person’s HSA in the antecedent plan year (2018).



Instructions for accessing the forms online from Payflex are as follows:

Those who do not accept a anatomy should acquaintance PayFlex at 888-879-1454 and ask Payflex to mail it. 



Individuals who additionally contributed to their 2018 annual through HSA Bank, Purdue’s bloom accumulation annual ambassador alpha Jan. 1, amid Jan. 1 and April 15 will accept addition 5498-SA anatomy from HSA Bank. HSA Bank will accelerate an email already the anatomy is accessible – individuals who adopted to accept cardboard abstracts will accept the anatomy via mail. Box 3 on the 5498-SA anatomy from HSA Bank reflects absolute HSA Contributions fabricated in 2019 for 2018.

HSA Bank abstracts can be accessed via the Member Website (www.hsabank.com) by beat on the “Member Center” tab and again on “View Statements.”

To change notification preferences from HSA Bank, chase these steps:

Questions can be directed to Human Resources at 765-494-2222, toll-free at 877-725-0222 or via email at [email protected]

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