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form 8889

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Cat. No. 37621P 14b 14c 17b Form 8889 2017 Page 2 Income and Additional Tax for Failure To Maintain HDHP Coverage. Form Department of the Treasury Internal Revenue Service OMB No* 1545-0074 Health Savings Accounts HSAs Attach to Form 1040 or Form 1040NR* Go to www*irs*gov/Form8889 for instructions and the latest information* Name s shown on Form 1040 or Form 1040NR Attachment Sequence No* 52 Social security number of HSA beneficiary. If both spouses have HSAs see instructions Before you...
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How to fill out form 8889 2019


How to fill out form 8889:

Obtain the form: Form 8889 can be downloaded from the website of the Internal Revenue Service (IRS) or obtained from a local IRS office.
Provide personal information: Fill in your name, address, social security number, and other required personal details at the top of the form.
Report HSA contributions: Enter the amount you contributed to your Health Savings Account (HSA) during the tax year in the appropriate field.
Report employer contributions: If your employer made any contributions to your HSA, include those amounts in the designated section.
Calculate and report total contributions: Add up your personal and employer contributions to determine the total amount contributed to your HSA.
Report distributions: If you withdrew money from your HSA during the tax year, report those amounts accurately in the specified fields.
Calculate and report allowable deductions: Calculate the allowable deductions based on Form 8889 instructions and report the final deductible amount.
Complete Part III for self-employed individuals: If you are self-employed and have a high-deductible health plan with an HSA, fill out Part III of the form to report your self-employment tax deduction.
File and retain the form: After completing the form, attach it to your federal income tax return (Form 1040 or 1040A) and submit it to the IRS. Keep a copy of the form and any supporting documents for your records.

Who needs form 8889:

Individuals with Health Savings Accounts (HSAs): Form 8889 is required to be filed by individuals who have contributed to or received distributions from an HSA during the tax year.
Individuals with high-deductible health plans: If you had a high-deductible health plan and made contributions to your HSA, you will need to fill out form 8889 to report those contributions and any distributions taken.
Self-employed individuals with HSAs: Individuals who are self-employed and have set up an HSA are also required to file form 8889 to report their contributions and any applicable deductions.
Note: It is important to consult with a tax professional or refer to the official instructions provided by the IRS when filling out form 8889, as requirements and regulations may vary.
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People Also Ask about form 8889

Comments and Help with irs 8889

What is Form 8889 2019?

IRS form 8889 is used to report:

  • Health Saving Accounts (HSA) distributions (money the account owner takes out of their account),
  • HSA contributions (money the account owner or their employer deposits to the account),
  • HSA deductions.

The form also covers the account holder’s eligibility. Include the deduction you calculate in this form on your tax return.

Who should file Tax Form 8889 2019?

File 8889 Form if you have a Health Saving Account and contributed to your HSA; received distributions from your HSA; altered your eligibility for HSA during the year, or were designated as an HSA beneficiary.

What information do you need to file Form 8889?

IRS form 8889 consists of three sections.

In Part I, provide the information on the total amount of contributions deposited to your HSA and distributions you qualify for and calculate your deduction (if applicable).

Part II reports total distributions from one or multiple Health Saving Accounts and provides the total amount of qualified medical expenses. Confirm what expenses are eligible before continuing to fill out the form. For more information, review Form 8889 instructions.

In Part III, state any changes you made to your health care plan or your HSA eligibility for 2019.

How do you fill out Form 8889 in 2020?

Services like pdfFiller, allow you to fill out Form 8889 online quickly. Here’s how to proceed:

  1. Click the Get Form button to open the form in pdfFiller.
  2. Review the form and enter your information.
  3. View the Form 8889 instructions as you fill out the form.
  4. Use annotation and editing tools to complete the document.
  5. Click DONE when you’ve finished the form.
  6. Save the form to your computer or select to combine your 8889 form with the 1040 form using our editor.

Is Tax Form 8889 accompanied by other forms?

When filing your tax return, submit IRS Form 8889 with Form 1040 (or related 1040 forms).

When is Form 8889 due?

The deadline for submitting the form would be April 18, 2020, unless you applied for an extension.

Where do I send Tax Form 8889?

Send Form 8889 along with the 1040 Form to your state’s IRS mailing address.

Video instructions and help with filling out and completing form 8889
Instructions and Help about form 8889 health savings account
Hey there YouTube so for this video I wanted to cover a simple example of the health savings account form 88.89 that is included with your form 1040 tax return if you make any HSA contributions or take any distributions during the year, so the form should definitely be filled out if you personally made any HSA contributions, or you had contributions via your employer okay, and you'll be able to find that on your w-2 that you receive at the end of the year so in this example here we have uh john q taxpayer he's an individual single filing taxpayers and non-married and in artifact pattern here john has a high deductible insurance plan, and he has contributions to his health savings account by both his employer, and he's going to make some additional contributions and so how do we complete the form well the first issue is always what's a high deductible plan so if we look at the healthcare.gov site and this is really important to know you know before you start contributing to an HSA the IRS defines a high deductible plan as any plan with a deductible of at least x number of...


  • What is form 8889?
    Form 8889 is a tax form used by individuals who have a Health Savings Account (HSA). An HSA is a tax-advantaged savings account that can be used to pay for qualified medical expenses. Form 8889 is used to report contributions and withdrawals made to the HSA, as well as to calculate any penalties or additional taxes owed on non-qualified distributions. It is filed along with an individual's federal income tax return.
  • Who is required to file form 8889?
    Individuals who have a Health Savings Account (HSA) or an Archer Medical Savings Account (Archer MSA) are generally required to file Form 8889 with their federal income tax return. This form is used to report contributions, distributions, and the fair market value of the HSA or Archer MSA.
  • How to fill out form 8889?
    Form 8889 is used to report contributions to and distributions from Health Savings Accounts (HSAs). Here's a step-by-step guide on how to fill out this form: 1. Gather your information: Collect all the necessary documents such as your HSA provider statements, receipts for eligible medical expenses, and any other relevant documentation. 2. Provide personal information: Fill in your name, social security number, and address in the designated spaces at the top of the form. 3. Part I: In this section, you need to report your HSA contributions for the tax year. Enter the contributions made to your HSA during the year in Box 2. Note that this amount should include any contributions made by you, your employer, or anyone else on your behalf. 4. Part II: This section is for reporting distributions from your HSA. If you received any distributions during the tax year, enter the total amount in Box 14a. In Box 14b, report any qualified medical expenses paid directly from the account. 5. Part III: Box 15 is used to report any excess contributions made to your HSA. If you made contributions beyond the annual limit or if you had excess contributions from a previous year that were corrected in the current year, you'll need to calculate the excess and report it here. 6. Part IV: This section is specific to Archer MSAs (a predecessor to HSAs) and can be skipped if you're using Form 8889 for an HSA. 7. Part V: If any contributions were made to your HSA by an employer (including pre-tax payroll deductions), those contributions may need to be reported on your W-2. Check Box C if this applies to you. 8. Part VI: If you were eligible for an HSA for only part of the year, you'll need to use the tables in this section to calculate the amount you can contribute based on the number of months you were eligible. 9. Part VII: This section is for determining the penalty on excess contributions or non-qualified distributions. Follow the instructions provided to calculate any applicable penalties. 10. Double-check your entries: Before submitting your form, review all the information you've entered to ensure accuracy. 11. Attach and submit: If you're filing a paper return, attach Form 8889 to your tax return when submitting it to the IRS. If filing electronically, follow the instructions provided by your tax software. Remember, it's always recommended to consult a tax professional or use tax software to assist you when filling out tax forms to ensure accuracy and compliance with IRS regulations.
  • What is the purpose of form 8889?
    The purpose of Form 8889 is to report contributions to and distributions from Health Savings Accounts (HSAs). This form is used by individuals who have an HSA to calculate the amount of their HSA deductions and determine any tax liabilities or penalties. It helps the IRS monitor and verify that the contributions and distributions made from an HSA are in compliance with the applicable tax regulations.
  • What information must be reported on form 8889?
    Form 8889 is used to report contributions to and distributions from Health Savings Accounts (HSAs). The following information must be reported on this form: 1. Part I: Contributions to Your HSA - Contributions made by the account holder. - Contributions made by the employer. - Contributions made by family members (if any). - Excess employer contributions (if any). 2. Part II: HSA Distributions - Total distributions from the HSA. - Qualified medical expenses paid with HSA funds. - Non-qualified distributions subject to additional taxes. 3. Part III: Figuring Your HSA Deduction - Deductible contributions made by the account holder. - Deductible contributions made by the employer. - Any excess contributions made during the year. 4. Part IV: Other Information - Reporting loss of HSA due to a "prohibited transaction" or "mediation"? The form also includes sections for calculating the HSA deduction, determining any additional taxes owed on non-qualified distributions, and figuring the reimbursement for medical expenses deducted in a prior year.
  • When is the deadline to file form 8889 in 2023?
    The deadline to file Form 8889 for the tax year 2023 would typically be April 15, 2024, unless that date falls on a weekend or holiday. In such cases, the deadline may be extended to the next business day. Please note that tax deadlines may vary based on individual circumstances, so it is recommended to consult with a tax professional or refer to the official Internal Revenue Service (IRS) guidelines for your specific situation.
  • What is the penalty for the late filing of form 8889?
    If you fail to file Form 8889 or file it late, you may be subject to penalties imposed by the Internal Revenue Service (IRS). As of January 2022, the penalty for late filing of Form 8889 is $435 or 100% of the amount of tax due with the form, whichever is less. However, the penalty amount may change annually, so it is important to check the most recent instructions provided by the IRS for the specific year in question.
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