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

Form 5498-SA — which exhibits absolutely the bulk of contributions fabricated to an HSA from any antecedent for the antecedent plan yr (2018 on this case) — shall be accessible in mid-May. The anatomy about will not be accessible till May as a result of its not applicable for submitting taxes, and an alone has till the tax submitting borderline to perform contributions alfresco of bulk to their HSA for the antecedent plan yr.

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

As a reminder, pre-tax contributions (by way of payroll) could be start in Box 12b on one’s W-2 type; nevertheless, Purdue wouldn’t settle for potential of post-tax/non-payroll contributions — resembling if a being contributed anon to their annual alfresco of a bulk addition — again Purdue will not be complicated in these sorts of contributions. Additionally, the 1099-SA anatomy that was fabricated accessible in January 2019 confirmed absolutely the bulk of distributions or funds spent from an individual’s HSA within the antecedent plan yr (2018).

Instructions for accessing the varieties on-line from Payflex are as follows:

Those who don’t settle for a anatomy ought to acquaintance PayFlex at 888-879-1454 and ask Payflex to mail it. 

Individuals who moreover contributed to their 2018 annual via HSA Bank, Purdue’s bloom accumulation annual ambassador alpha Jan. 1, amid Jan. 1 and April 15 will settle for addition 5498-SA anatomy from HSA Bank. HSA Bank will speed up an electronic mail already the anatomy is accessible – people who adopted to just accept cardboard abstracts will settle for the anatomy by way of mail. Box 3 on the 5498-SA anatomy from HSA Bank displays absolute HSA Contributions fabricated in 2019 for 2018.

HSA Bank abstracts could be accessed by way of the Member Website (www.hsabank.com) by beat on the “Member Center” tab and once more on “View Statements.”

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

Questions could be directed to Human Resources at 765-494-2222, toll-free at 877-725-0222 or by way of electronic mail at hr@purdue.edu.

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