Your HSA tax documents will be mailed to participants by January 26 and be available for download on February 1, 2024. The documents are provided by Inspira Financial (Formerly PayFlex).
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If you were enrolled in the High Deductible Health Plan with a Health Savings Account (HSA) you will receive a 1099-SA from Inspira Financial. The 1099-SA provides information for tax purposes on any distributions taken in 2023.
You can access your 1099-SA by logging into www.aetna.com or www.inspirafinancial.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 attach 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 Inspira Financial at 844-729-3539.