Get the free 2009 Form 8889

Version A, Cycle 4 Form 8889 OMB No. 1545-0074 Health Savings Accounts (Has) Department of the Treasury ? Attach to Form 1040 or Form 1040NR. Internal Revenue Service Name(s) shown on Form 1040 or

How to fill out 2009 form 8889

How to fill out 2009 form 8889:

1. Begin by providing your personal information, including your name, address, and Social Security number, in the designated fields on the form.
2. Next, report the total amount of distributions from your Health Savings Account (HSA) for the tax year in question. This can include any withdrawals or payments made from your HSA.
3. If you contributed to your HSA for the tax year, enter the total amount of your contributions. This may include contributions made by you, your employer, or any other third party.
4. Determine if any portion of your contributions is attributable to a month when you were an eligible individual but not enrolled in a High Deductible Health Plan (HDHP). If so, calculate the amount and report it in the appropriate section.
5. Calculate the total amount of distributions used exclusively to pay for qualified medical expenses. These expenses may be tax-free and should not be included in your taxable income.
6. Determine if you have any excess contributions to your HSA for the year. Excess contributions are subject to certain tax penalties. Report any excess contributions in the designated section on the form.
7. If you had a HDHP family coverage during the tax year, report the total amount of qualified medical expenses incurred by you, your spouse, and any dependents. This may impact the deduction you are eligible for.
8. Finally, calculate the allowable deduction for your contributions to the HSA and report it on the form. The deduction may be subject to certain limitations based on your coverage and other factors.

Who needs 2009 form 8889?

1. Individuals who have a Health Savings Account (HSA) and made contributions, withdrawals, or had any other HSA-related activity during the 2009 tax year may need to fill out the 2009 Form 8889.
2. This form is necessary for those who want to report their HSA activity accurately and claim any applicable tax deductions or exceptions related to their HSA.
3. It is important for individuals who have an HSA and are required to file a federal income tax return for the 2009 tax year to fill out the Form 8889 in order to comply with IRS regulations and ensure accurate reporting of HSA-related activity.

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What is form 8889?

Form 8889 is used by taxpayers to report contributions to and distributions from Health Savings Accounts (HSAs).

Who is required to file form 8889?

Taxpayers who contribute to an HSA or have received distributions from an HSA during the tax year are required to file form 8889.

How to fill out form 8889?

Taxpayers can fill out form 8889 by providing information about their HSA contributions, distributions, and any other relevant details as per the instructions provided by the IRS.

What is the purpose of form 8889?

The purpose of form 8889 is to report contributions and distributions from Health Savings Accounts, and to determine any tax implications related to the HSA transactions.

What information must be reported on form 8889?

Taxpayers must report their HSA contributions, distributions, qualified medical expenses, and any other relevant details as per the instructions provided by the IRS.