HSA Tax Time Checklist

Use this Optum checklist to help simplify what forms you may need to be aware of when filing your taxes if you have a health savings account.

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What is an HSA and how does it work?

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California and New Jersey HSA Tax Return Special Considerations

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Checklist Of Important Documents To Keep Or Shred

Understanding a Health Savings Account (HSA)

Using Your Health Savings Account

What do I need to know about tax time with an HSA? - Starship