For clients who use HSAs each year, it would be very helpful for the 1099-SA and 5498-SA to generate as line items on the client checklist. We use the checklists each year to help our clients gather their documents, and they regularly forget about HSA tax forms because they don't automatically generate on the checklist.
Thanks for the idea to add HSA forms to Client Checklist. We are changing the status to "Open for voting".
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