2023 Instructions for Form 8889-2026

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The document is an Employee Contribution Form for a Health Savings Account (HSA) that outlines the necessary information for employees to indicate their contribution amounts. It specifies IRS annual maximum contribution limits, including additional catch-up contributions for employees aged 55 and over. The form must be submitted at least two weeks before the first pay date of the month, and contributions will continue until a change is notified. It also notes that employees enrolled in Medicare are ineligible to contribute to an HSA.

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Click ‘Get Form’ to open the 2023 Instructions for Form 8889 in our editor.
Begin by entering your personal information, including your last name, first name, middle initial, and employee number. This ensures that your form is correctly attributed to you.
Indicate your contribution amounts. You must specify a contribution amount for both twice-monthly and monthly contributions, even if it is zero. Refer to the current IRS Annual Maximum Contribution Limits for guidance.
If applicable, include any catch-up contributions if you are age 55 or over. This allows you to contribute an additional $1,000 beyond the standard limits.
Review the authorization section carefully. By signing this form, you authorize Marion County to withhold the specified amount from your gross wages on a pre-tax basis.
Finally, ensure that you submit the completed form at least two weeks prior to the first pay date of the month to allow for processing.

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Where do I enter 1099-SA on my tax return?

The amount in Box 3 on your 1099-SA will appear as other income on your 1040 tax form. If you use software to file your taxes, it should populate the forms automatically. The Box 3 amount also needs to be listed in Box 15 on your Form 8889 return. Download IRS instructions for Form 1099-SA.

How do I report HSA contributions on my W-2?

Box 12 of your W-2 shows your HSA contributions made by pretax payroll deduction, if applicable, and by your employer (labeled employer contributions and marked with code W). Enter the amount from Box 12 on your W-2 on line 9 on Form 8889.

How to show HSA contributions on tax return?

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.

Do I have to fill out form 8889 myself?

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 deduct HSA contributions from my taxes?

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.

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What is line 9 on form 8889 Part 1?

Line 9 Include any amount your employer contributed to your HAS during the tax year. You should also include any contributions made by a health insurance plan on an employers behalf (box 12 of Form W-2 with code W).

Do I need to report my HSA on my taxes?

You must report distributions from your HSA on IRS Form 8889. You will receive a separate 1099-SA for each type of distribution made during the tax year.

2023 Instructions for Form 8889-2026

Here's how it works

How to use or fill out 2023 Instructions for Form 8889 with DocHub

See more 2023 Instructions for Form 8889 versions

Complete this form in 5 minutes or less

Got questions?

Where do I enter 1099-SA on my tax return?

How do I report HSA contributions on my W-2?

How to show HSA contributions on tax return?

Do I have to fill out form 8889 myself?

How do I deduct HSA contributions from my taxes?

Complete this form in 5 minutes or less

People also ask

What is line 9 on form 8889 Part 1?

Do I need to report my HSA on my taxes?

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2023 Instructions for Form 8889-2026

Here's how it works

How to use or fill out 2023 Instructions for Form 8889 with DocHub

See more 2023 Instructions for Form 8889 versions

Complete this form in 5 minutes or less

Got questions?

Where do I enter 1099-SA on my tax return?

How do I report HSA contributions on my W-2?

How to show HSA contributions on tax return?

Do I have to fill out form 8889 myself?

How do I deduct HSA contributions from my taxes?

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People also ask

What is line 9 on form 8889 Part 1?

Do I need to report my HSA on my taxes?

Related links

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