Retrieving Tax Forms from the Mobile App

Key Takeaway

Retrieving your HSA tax forms is easy with the Alerus Health Benefits mobile app.

Alerus provides mobile access to HSA related IRS Forms 1099-SA and 5498-SA. IRS form 1099-SA shows the amount of money you spent from your HSA during the tax year; IRS form 5498-SA shows the amount of money deposited into your HSA for the tax year.

You will also be required to file IRS Form 8889 with your income taxes, which is not produced by Alerus. This form reports your HSA eligibility for the given tax year, as well as your total HSA contributions and distributions for the year. Form 8889 also calculates the tax savings that you have incurred by using an HSA. More information about IRS Form 8889 is available online at irs.gov.

Instructions:

  1. 1

    Log into the Alerus Benefits mobile app.

  2. 2

    Select Profile.

  3. 3

    Choose HSA Tax Statements.

  4. 4

    Select the tax year, then choose the appropriate form.

Additional Resources