8889 Form

Name: 8889 Form Templates - Fillable & Printable Samples for PDF, Word | pdfFiller
Brand: pdfFiller
Rating: 4.5 (44 reviews)

Form 8889 - 2016 form 8889

Form 9 department of the treasury internal revenue service omb no. 1545-0074 health savings accounts (has) ? information about form 9 and its separate instructions is available at .irs.gov/form9. ? attach to form 1040 or form 1040nr. name(s) shown...

Fill Now

What is form 8889 - 2012 form 8889

2012. attachment. sequence no. 53. health savings accounts (has). name(s) shown on form 1040 or form

Fill Now

8889 in word - 2013 irs form 8889

Internal revenue service. information about form 9 and its separate instructions is available at .irs.gov/form9. attach to form 1040 or form

Fill Now

Tax form 8889 - 2015 irs 8889 form

Form 9 department of the treasury internal revenue service omb no. 1545-0074 health savings accounts (has) information about form 9 and its separate instructions is available at .irs.gov/form9. attach to form 1040 or form 1040nr. name(s) shown on...

Fill Now

Form8889 - form 8889 2014

Internal revenue service. health savings accounts (has). information about form 9 and its separate instructions is available at

Fill Now

For 8889 - 8889 form 2010

Form 9 department of the treasury internal revenue service omb no. 1545-0074 health savings accounts (has) attach to form 1040 or form 1040nr. name(s) shown on form 1040 or form 1040nr see 2010 attachment sequence no. 53 separate instructions....

Fill Now

What is 8889 Form?

The 8889 Form is an Internal Revenue Service (IRS) document used by individuals who have a Health Savings Account (HSA) and are required to report their HSA contributions, distributions, and other relevant information on their federal tax return. It is an important form for HSA holders to ensure accurate reporting and compliance with tax regulations.

What are the types of 8889 Form?

There is only one type of 8889 Form, which is used to report HSA activity on your federal tax return. However, depending on your individual circumstances, you may need to fill out different sections of the form. These sections include Part I - Health Savings Accounts (HSAs), Part II - HSA Contributions, Part III - HSA Distributions, and Part IV - HSA Contributions From the Prior Year. It is important to carefully read the instructions and complete the sections that apply to you.

Part I - Health Savings Accounts (HSAs)

Part II - HSA Contributions

Part III - HSA Distributions

Part IV - HSA Contributions From the Prior Year

How to complete 8889 Form

Completing the 8889 Form accurately is crucial to ensure compliance with IRS regulations. Here is a step-by-step guide to help you complete the form:

01

Gather all necessary information and documents, including your HSA statements, receipts, and any other relevant records.

02

Start with Part I - Health Savings Accounts (HSAs) and provide your personal information as requested, including your name, address, and Social Security number.

03

Move on to Part II - HSA Contributions and enter the details of your HSA contributions made throughout the year. Be sure to accurately report the contribution amounts from each source, such as employer contributions and individual contributions.

04

Proceed to Part III - HSA Distributions and report any distributions or withdrawals made from your HSA during the year. Include details of the distribution amounts and the reason for each distribution.

05

If applicable, complete Part IV - HSA Contributions From the Prior Year, which allows you to report any contributions you made for the previous tax year but were not deducted on that year's tax return.

06

Double-check all the information you have entered to ensure accuracy and completeness.

07

Sign and date the form before submitting it with your federal tax return.

08

Keep a copy of the completed 8889 Form for your records.

Remember, accurate reporting on the 8889 Form is essential to comply with IRS requirements and avoid any potential penalties. If you need assistance or further guidance, consider using pdfFiller, an online platform that empowers users to create, edit, and share documents easily. With unlimited fillable templates and powerful editing tools, pdfFiller is the perfect PDF editor to help you complete your 8889 Form efficiently.

Video Tutorial How to Fill Out 8889 Form

Thousands of positive reviews can’t be wrong

Read more or give pdfFiller a try to experience the benefits for yourself

5.0

It has helped me complete important processes during this pandemic that were imp...

It has helped me complete important processes during this pandemic that were important for my family.

LaChaun V

5.0

LOVE THIS AND LOVE CUSTOMER SERVICE PDF.

LOVE THIS AND LOVE CUSTOMER SERVICE PDF.Filler is definitely a MUST in todays world especially with more and more companies working from home, I don't see how anyone could live without this. It makes forms and fillable documents, signature request documents, so very convenient, easy. It's super user friendly as well, I love it. Also the staff super helpful. Simon and Rachel were super great and on it, they both got right back to me within seconds and assisted me with knowledgeable kind and quick service and I appreciate that a lot as well in a company. Thanks again guys and PDF.Filler you Rock!

Crystal Dawn Bunch

5.0

Still getting used to the whole idea.

Still getting used to the whole idea. Now I realise i can achieve a lot more. This actually brilliant.

Christie A

Questions & answers

What happens if you don't file form 8889?

If you do not Amend and file Form 8889, the IRS will deem all of the HSA Distributions as non-qualified and will add them to your Taxable Income. Basically, filing Form 8889 lets them know the HSA Distributions were a non-taxable event.

What happens if you forget to file form 8889?

If you do not Amend and file Form 8889, the IRS will deem all of the HSA Distributions as non-qualified and will add them to your Taxable Income. Basically, filing Form 8889 lets them know the HSA Distributions were a non-taxable event.

Who sends out form 8889?

The IRS has released the 2021 version of Form 8889 (Health Savings Accounts (HSAs)) and its instructions. HSA holders (and beneficiaries of deceased HSA holders) must attach Form 8889 to their Forms 1040, 1040-SR, or 1040-NR to report tax-related events affecting their HSAs, including contributions and distributions.

What do I need to file form 8889?

You must file Form 8889 if any of the following applies. You (or someone on your behalf, including your employer) made contributions for 2021 to your HSA. You received HSA distributions in 2021. You must include certain amounts in income because you failed to be an eligible individual during the testing period.

Is IRS form 8889 required?

If you (or your spouse, if filing jointly) received HSA distributions in 2021, you must file Form 8889 with Form 1040, Form 1040-SR, or Form 1040-NR, even if you have no taxable income or any other reason for filing Form 1040, Form 1040-SR, or Form 1040-NR. coverage.

What is needed to fill out form 8889?

You must file Form 8889 if any of the following applies. You (or someone on your behalf, including your employer) made contributions for 2021 to your HSA. You received HSA distributions in 2021. You must include certain amounts in income because you failed to be an eligible individual during the testing period.

Related templates