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Use Form 8889 to report health savings account (HSA) contributions, figure your HSA deduction, and report distributions from HSAs. It is essential for individuals or persons on their behalf, including
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How to fill out form 8889 - irs
How to fill out Form 8889
01
Obtain Form 8889 from the IRS website or your tax preparation software.
02
Enter your name and Social Security number at the top of the form.
03
Complete Part I to report your Health Savings Account (HSA) contributions:
04
- Line 1: Enter your total HSA contributions for the year.
05
- Line 2: Indicate if you had a high-deductible health plan for the entire year.
06
- Line 3: If applicable, enter any contributions made by your employer.
07
Complete Part II to report distributions from your HSA:
08
- Line 14a: Enter the total amount of distributions you took from your HSA.
09
- Line 15: Report any amounts used for qualified medical expenses.
10
- Line 16: If you did not use all distributions for qualified expenses, report that amount.
11
Complete Part III if you had an HSA and want to claim the HSA deduction on your tax return.
12
Double-check all data for accuracy and sign the form.
13
Attach Form 8889 to your Form 1040 when filing your federal income tax return.
Who needs Form 8889?
01
Individuals who have a Health Savings Account (HSA).
02
Those who made contributions to an HSA during the tax year.
03
Taxpayers who received distributions from their HSA for qualified medical expenses.
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People Also Ask about
What happens if you don't file form 8889?
Other relevant forms include Form 8889 for HSA reporting on your tax return and IRS Form 5329 for excess contributions. Not reporting contributions or distributions for your HSA can result in penalties and interest, affect taxable income calculations, require amended returns, and increase the risk of an IRS audit.
Do you have to file form 8889-t?
You must always file a Form 8889 in any year you or an employer contributes money to your HSA or you make withdrawals from the account. The deduction you calculate on Form 8889 is taken on the first page of your income tax return.
Am I required to file form 8889?
You must always file a Form 8889 in any year you or an employer contributes money to your HSA or you make withdrawals from the account. The deduction you calculate on Form 8889 is taken on the first page of your income tax return.
Why is TurboTax saying my HSA is taxable?
by TurboTax• 1074• Updated 6 days ago If you use your HSA for non-medical expenses, you'll be taxed on the money and charged a 20% penalty unless you're disabled or under 65.
Why is TurboTax asking for 8889?
This is caused by the fact that TurboTax does not acknowledge that an HSA could exist without a high deductible plan. Hence it will insist on you filling out a form 8889, even though there is nothing to put on it. When you try to not fill in the radio buttons on 8889, TurboTax will not let you e-file.
Do I have to report my HSA on my tax return?
Yes, there are specific forms you will receive to properly complete your income tax return if you have an HSA.
Why is TurboTax asking me about form 8889 T?
This is caused by the fact that TurboTax does not acknowledge that an HSA could exist without a high deductible plan. Hence it will insist on you filling out a form 8889, even though there is nothing to put on it. When you try to not fill in the radio buttons on 8889, TurboTax will not let you e-file.
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What is Form 8889?
Form 8889 is a tax form used to report Health Savings Account (HSA) contributions and distributions for individuals who have an HSA.
Who is required to file Form 8889?
Individuals who have a Health Savings Account (HSA) must file Form 8889 to report contributions, distributions, and to determine if they are eligible to make HSA contributions.
How to fill out Form 8889?
To fill out Form 8889, gather your HSA statements, report contributions and distributions on the form, and calculate any applicable taxes or penalties.
What is the purpose of Form 8889?
The purpose of Form 8889 is to ensure accurate reporting of HSA contributions and distributions for tax purposes and to determine tax deductions related to HSAs.
What information must be reported on Form 8889?
Form 8889 requires reporting of HSA contributions, distributions, any excess contributions, and information about the taxpayer's health insurance coverage.
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