Where can I find my 5498-SA form?
Good morning, I would be happy to provide more information here for you.
1099 - SA - Active HSAs: HSA members receive a 1099-SA from UMB Bank when there was a distribution from their HSA during the tax year. This form should be included on the member's personal income taxes. UMB Bank generates the 1099-SA for the prior tax year by January 31st and is available on HumanaAccess.com.
1099 - SA - Orphan HSA: 1099-SA's will not be available on HumanaAccess.com for HSA members who termed prior to January 31st. Termed HSA members will need to access their 1099-SA from UMB's website. If they have not yet registered, they can setup their new online access by visiting: www.mywealthcareonline.com/myumbhsa. Please use Employer ID UMB123456 during the online registration process
5498 - SA: This form is not required to file a tax return and is for informational purposes. HSA members receive a 5498-SA from UMB Bank when contributions are made to the HSA during the tax year. UMB Bank generates the 5498-SA for the prior tax year in mid-May and is available on HumanaAccess.com.
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