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The Health Savings Account (HSA) Distribution Form is designed to assist you in selecting an HSA distribution reason and method. Applicable law or policies of the HSA custodian/trustee may require additional documentation. A separate distributionform must be completed for each distributionreason. It is in your best interest to seek the
A few key items are listed below, but you can find a more thorough tax preparation checklist on our website. 1  W-2 Form. 2  Form 1099. 3  Receipts. 4  Form 1095 A, B or C. These forms show proof of health insurance. 5  Form 1098. 6  Some expenses might be deductible that you didnât realize.