HSA Tax Information

By Katie Sack, February 3, 2021

Your HSA tax documents are now available through PayFlex. Login to view and print your documents. 

If you were enrolled in the High Deductible Health Plan with an Health Savings Account (HSA) you will receive a 1099-SA from PayFlex. The 1099-SA provides information for tax purposes on any distributions taken in 2020.

You can access your 1099-SA by logging into www.aetna.com or www.payflex.com > under Documents & Forms select, My Documents, then Tax Forms.  You will be asked to check appropriate boxes on your tax forms to provide information contained on the 1099-SA.  You do not need to attached this form to your tax return. We do suggest you that you keep this document with your tax related items for future reference.

Questions regarding account balances or claim status should be directed to PayFlex at 1-888-678-8242.