Get the free HSA Contribution Form

This form is used to deposit funds into a Health Savings Account with HSA Bank, providing necessary information for processing contributions.

How to fill out hsa contribution form

How to fill out HSA Contribution Form

1. Obtain the HSA Contribution Form from your HSA provider.
2. Fill in your personal information, including your name, address, and Social Security number.
3. Specify the contribution amount you wish to make for the tax year.
4. Indicate whether the contribution is for a prior tax year or the current tax year.
5. Provide details about your account (HSA account number, if applicable).
6. Review all information for accuracy.
7. Sign and date the form.
8. Submit the completed form to your HSA provider by the specified deadline.

Who needs HSA Contribution Form?

1. Individuals who want to make contributions to their Health Savings Account (HSA).
2. Taxpayers looking to claim a tax deduction for their HSA contributions.
3. Employees whose employers offer HSAs and wish to make voluntary contributions.
4. Self-employed individuals who wish to contribute to their own HSAs.

People Also Ask about

How do I report HSA contributions?

If you contribute to an HSA, or take a distribution, you need to complete and file IRS Form 8889 with your tax return. You have until April 15, 2026, to make contributions to your HSA for 2025, up to the applicable annual limit.

Do I need both 1099-SA and 5498-SA?

Do I need both Form 1099-SA and Form 5498-SA? Trustees are required to provide participants with both Form 1099-SA and 5498-SA. Form 1099-SA is of particular importance because participants use information from that document to report any distributions they received from an HSA, Archer MSA or MA MSA to the IRS.

What is the form for HSA contributions?

IRS Form 8889 is used to report HSA contributions, distributions and your tax deductions. You will complete this form using IRS Forms 1099-SA and 5498-SA provided by HSA Bank.

What documentation do you need for HSA?

Use Form 1099-SA to report distributions and Form 5498-SA for contributions. Your employer will send you Form W-2, which will show the amount you contributed to your HSA during the year. Use Form 8889 to report your HSA contributions and distributions. If you have excess contributions, use Form 5329.

How do I contribute to an HSA?

If your employer doesn't allow for tax-free payroll deductions or if you are enrolled in a privately held HSA, you may contribute to your HSA by writing a check or by electronically transferring money.

What form do I need to report HSA contributions?

IRS Form 8889 is used to report HSA contributions, distributions and your tax deductions. You will complete this form using IRS Forms 1099-SA and 5498-SA provided by HSA Bank.

For pdfFiller’s FAQs

What is HSA Contribution Form?

The HSA Contribution Form is a document used to report contributions made to a Health Savings Account (HSA) for a specific tax year.

Who is required to file HSA Contribution Form?

Individuals who contribute to their own HSA or those who receive HSA contributions from their employer are required to file an HSA Contribution Form.

How to fill out HSA Contribution Form?

To fill out the HSA Contribution Form, provide your personal information, enter the contribution amounts for each category, and sign the form to certify the accuracy of the information.

What is the purpose of HSA Contribution Form?

The purpose of the HSA Contribution Form is to track contributions made to health savings accounts for reporting to the IRS and to ensure compliance with contribution limits.

What information must be reported on HSA Contribution Form?

The HSA Contribution Form must include your personal information, the amount contributed to the HSA during the tax year, and details about whether the contributions were made by you, your employer, or both.