HSA

Regulatory and Legislative

USPS Rule Clarifies Postmark

The United States Postal Service issued a final rule effective December 24, 2025, that highlights that a postmark does not necessarily indicate the first day that the USPS had possession of the item, but rather it is often indicative of receipt at a first processing facility. 

January 06 2026

Regulatory and Legislative

IRS Releases Instructions for HSAs and MSAs

The Internal Revenue Service has posted Instructions for Forms 1099-SA and 5498-SA.

December 26 2025

Regulatory and Legislative

IRS Posts Form 5498-SA for HSA, MSA Reporting

The Internal Revenue Service has released updated Form 5498-SA, HSA, Archer MSA, or Medicare Advantage MSA Information. 

December 23 2025

Regulatory and Legislative

IRS Announces Deadline Relief for Minnesota Severe Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and straight-line winds in Leech Lake Band of Ojibwe until February 2, 2026.

December 12 2025

Regulatory and Legislative

Additional Bills Propose Expanded HSA Usage

Senator Robert Marshall (R-KS) has introduced the Lowering Healthcare Costs for Americans Act. 

December 10 2025

Regulatory and Legislative

IRS Releases Updated Draft Instructions for HSAs and MSAs

The Internal Revenue Service has posted new draft instructions for Forms 1099-SA and 5498-SA. 

December 10 2025

Regulatory and Legislative

Proposal Redirecting Subsidies to HSAs Surfaces

Senators Mike Crapo (R-ID) and Bill Cassidy (R-LA) have released the Health Care Freedom for Patients Act.

December 09 2025

Regulatory and Legislative

IRS Issues HSA Guidance Under OBBBA

The Internal Revenue Service has issued Notice 2026-05 which provides guidance on changes relating to health savings accounts enacted under the One, Big, Beautiful Bill Act.

December 09 2025

Regulatory and Legislative

Senate Proposal Would Expand Use of HSAs

Senator Rand Paul (R-KY) has introduced the Health Marketplace and Savings Accounts for All Act.

December 08 2025

Regulatory and Legislative

IRS Posts 2025 Form 8889 for HSA Reporting

The IRS has posted the 2025 tax year Form 8889, Health Savings Accounts. 

December 08 2025