IRS Form 8889 Instructions 2023 free printable template
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2023Instructions for Form 8889Department of the Treasury
Internal Revenue ServiceHealth Savings Accounts (HSAs)
Section references are to the Internal Revenue Code unless
otherwise noted.Future Developments
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How to fill out IRS Form 8889 Instructions
How to fill out IRS Form 8889 Instructions
01
Gather your Health Savings Account (HSA) information, including contributions and distributions.
02
Start with Part I to report contributions to your HSA. Fill in the total contributions you made during the tax year.
03
Proceed to Part II to calculate your HSA deduction. Use the provided worksheets to determine any eligible deductions.
04
Complete Part III for reporting distributions from your HSA. List the distributions taken during the year and their purposes.
05
If you had any excess contributions, report those in the relevant section and calculate the penalty if applicable.
06
Review each section for accuracy before submitting your form.
07
Attach Form 8889 to your tax return when filing.
Who needs IRS Form 8889 Instructions?
01
Individuals who made contributions to an HSA in the tax year.
02
Taxpayers who took distributions from their HSA.
03
Those who had excess HSA contributions and need to report them.
04
Anyone claiming an HSA deduction on their tax return.
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What happens if you fail the testing period for HSA?
Testing period. If you fail to remain an eligible individual during the testing period, for reasons other than death or becoming disabled, you will have to include in income the total contributions made to your HSA that wouldn't have been made except for the last-month rule.
What is reported on Form 8889?
File Form 8889 to: Report health savings account (HSA) contributions (including those made on your behalf and employer contributions).
Who needs to fill out Form 8889?
If, during the tax year, you are the beneficiary of two or more HSAs or you are a beneficiary of an HSA and you have your own HSA, you must complete a separate Form 8889 for each HSA.
Do I need to include 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.
What is the last month rule for 8889?
Last-month rule. If you are an eligible individual on the first day of the last month of your tax year (December 1 for most taxpayers), you are considered to be an eligible individual for the entire year, so long as you remain an eligible individual during the testing period as discussed below.
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What is IRS Form 8889 Instructions?
IRS Form 8889 is used to report Health Savings Account (HSA) contributions and distributions. The instructions provide guidance on how to fill out the form correctly.
Who is required to file IRS Form 8889 Instructions?
Individuals who have an HSA and made contributions to it or received distributions during the tax year are required to file IRS Form 8889.
How to fill out IRS Form 8889 Instructions?
To fill out IRS Form 8889, taxpayers should gather their HSA contribution and distribution statements, follow the step-by-step instructions provided on the form, and report their contributions and distributions accurately.
What is the purpose of IRS Form 8889 Instructions?
The purpose of IRS Form 8889 Instructions is to provide detailed guidance on how to complete the form, ensuring that taxpayers report their HSA-related activities correctly for tax purposes.
What information must be reported on IRS Form 8889 Instructions?
Information that must be reported on IRS Form 8889 includes total contributions made to the HSA, distributions taken from the HSA, and any qualified medical expenses paid with HSA funds.
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