Tax Form 1099-SA

Via Benefits isn't responsible for providing any tax forms to you. The information provided may help you find what you need. Please consult a tax professional if you have questions about the tax forms you need.

When you use the funds from a Health Savings Account (HSA) or a medical savings account (MSA), such as a Medicare MSA, the institution that administers the account must report all distributions on Form 1099-SA. You receive the form from the administrator of your HSA or MSA. The form is typically available around the end of January. Via Benefits reimbursement accounts are not HSAs or MSAs. Therefore, Via Benefits doesn't send you a Form 1099-SA.

If you received a Form 1099-SA and have questions, please consult a tax professional.

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Tax Form 1095-C