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Where do I find my 8889 S form?

You can find IRS tax form 8889 in the “Statements & Docs” section after signing in to your account. IRS form 1099-SA shows the amount of money you spent from your HSA during the tax year.

Do I need 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. You won’t need to do any calculations yourself.

How do I get my HSA tax form?

You can find IRS tax form 8889 in the “Statements & Docs” section after signing in to your account.

  1. IRS form 1099-SA shows the amount of money you spent from your HSA during the tax year.
  2. IRS form 5498-SA shows the amount of money deposited into your HSA for the tax year.

What is the purpose of Form 8889?

The purpose of Form 8889 is to report contributions, figure your tax deduction, report distributions, and determine the tax and penalty to be applied to any contributions you make in excess of your prorated ceiling if you lose your eligibility to fund your account during the calendar year.

Why do I need a 8889 form?

What is the purpose of the form 8889?

Purpose of Form Use Form 8889 to: •Report health savings account (HSA) contributions (including those made on your behalf and employer contributions), •Figure your HSA deduction, •Report distributions from HSAs, and •Figure amounts you must include in income and additional tax you may owe if you fail to be an eligible individual.

How to file form 8889 for health savings accounts?

File Form 8889 to: 1 Report health savings account (HSA) contributions (including those made on your behalf and employer contributions). 2 Figure your HSA deduction. 3 Report distributions from HSAs. 4 Figure amounts you must include in income and additional tax you may owe if you fail to be an eligible individual. More …

How to attach form 8889 to Form 1040?

8889 Department of the Treasury Internal Revenue Service Health Savings Accounts (HSAs) Attach to Form 1040, 1040-SR, or 1040-NR. Go to for instructions and the latest information. OMB No. 1545-0074 2019 Attachment Sequence No. 52 Name(s) shown on Form 1040, 1040-SR, or 1040-NRSocial security number of HSA beneficiary.

When do I fill out my spouse’s form 8889?

TurboTax will automatically fill out your spouse’s Form 8889 if they and/or their employer contributed to an HSA (usually indicated by code W in box 12 of the W-2), if they used funds in your HSA (reported on Form 1099-SA), or if they inherited an HSA.