NOTE: This message was emailed to Ballad Health team members on Monday, Jan. 26.
Dear Colleague,
As tax season approaches, we want to make sure you know where to find your tax forms. Below is a quick guide to accessing your 2025 Form 1095-C, your 2025 Form W-2 and, if applicable, your health savings account tax documents.
2025 Form 1095-C availability
The IRS no longer requires employers to automatically mail Form 1095-C (Employer-Provided Health Coverage). In accordance with current IRS guidelines, your Form 1095-C is available through the HR & Payroll Service Center on the Ballad Health intranet. To access it, click Tax Forms, then select 2025 under the 1095-C tab to view or print your form, see instruction below. No authorization is required to receive the form electronically. Here’s a tipsheet on the intranet for detailed instructions with screenshots.
Please note that Form 1095-C is provided for your records only and is not required when filing your federal tax return.
If you have any questions, please reach out to HR4U@balladhealth.org.
2025 Form W-2
A paper copy of your W-2 has also been mailed to your home address on file.
You may also access your W-2 electronically through the HR & Payroll Service Center by clicking Tax Forms and then selecting 2025 under the W-2 section. Please see this tipsheet for detailed instructions.
Health savings account (HSA) tax forms
Team members who were enrolled in a health savings account (HSA) during 2025 will receive their tax form(s) (5498-SA and/or 1099-SA) from Lincoln Financial and/or Optum Bank. If you were enrolled with both providers during 2025, you will need to access tax forms from each provider.
These tax forms are generally available by Jan. 31 through the Lincoln Financial and/or Optum Bank provider portal. You may also contact customer service with questions or request the forms be mailed to you if you are unable to access them online.
*Please note that requesting a mailed copy of the HSA form may incur a fee.
- Lincoln Financial: Log in to lincolnfinancial.com. Under Health Savings Solution, click Manage. Then select Tools & Support > Forms & Documents > HSA Tax Documents. For questions, call 888-480-8650, option 2.
- Optum Bank: Log in to optumbank.com. Click Important Documents (right side of the page), then Tax Documents. For questions, call 844-326-7967.
