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Form 8889 instructions

Instructions for Form 8889, health savings accounts (HSAs ...-2025

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The document provides instructions for Form 8889 related to Health Savings Accounts (HSAs) for the tax year 2021. It outlines eligibility requirements, contribution limits, qualified medical expenses, and recent updates regarding COVID-19 related expenses such as personal protective equipment and home testing costs. The form is necessary for reporting HSA contributions, distributions, and any additional taxes owed if eligibility criteria are not met. Key sections include definitions of eligible individuals, details on high deductible health plans (HDHPs), and specific instructions for completing the form.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your name and Social Security number as shown on your tax return. Ensure accuracy to avoid processing delays.
In Part I, report your HSA contributions. Include amounts contributed by you or others on your behalf, excluding employer contributions.
For Line 3, determine your maximum contribution based on whether you have self-only or family HDHP coverage. Enter the appropriate amount.
Proceed to Part II to report any distributions from your HSA. Only include amounts used for qualified medical expenses incurred after establishing the HSA.
Complete Part III if you failed to maintain HDHP coverage during the testing period. This section calculates any additional income and taxes owed.

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Who has to file the IRS 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.

How do I figure out my HSA contributions?

You should receive Form 5498-SA from the trustee of your HSA. This form will show your contribution amount. Youll need to contact the trustee of your HSA if you cannot find this form.

Do I have to report my HSA on my tax return?

Yes, there are specific forms you will receive to properly complete your income tax return if you have an HSA.

What documentation do I need for HSA reimbursement?

HSA reimbursements need matching receipts. For example, an employee can reimburse themself in 2022 for an expense incurred in 2010, as long as they have the receipt from 2010.

How do I report HSA on my tax form?

File 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.

form 8889 instructions 2021

Instructions for form 8889 health savings accounts hsas 2022 Form 8889 example Form 8889 Part 2 Form 8889, Part 1 How do I get my HSA tax Form what is the total unreimbursed qualified medical expenses reported on form 8889, part ii? HSA distribution Form form 8889-t

What happens if I dont file form 8889?

Put simply, the IRS uses Form 8889 for HSA reporting. If you hold an HSA account (or are the beneficiary of a deceased HSA holder), youre required to attach Form 8889 to your Form 1040 when filing your personal income tax or information return. If you fail to do so, youll be unable to deduct your HSA contributions.

Do you get a 1099 if you have an HSA?

Distributions from a health savings account (HSA), Archer medical savings account (MSA), or Medicare Advantage (MA) MSA are reported to you on Form 1099-SA. File Form 8853 or Form 8889 with your Form 1040 or 1040-SR to report a distribution from these accounts even if the distribution isnt taxable.