Home
Forms Library
2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs)

2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs)-2025

2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs) Preview on Page 1

Show details

4.4 out of 5

49 votes

The document provides instructions for Form 8889, which is used to report Health Savings Account (HSA) contributions and distributions for the tax year 2023. It outlines recent changes due to the end of the COVID-19 national emergency, including modifications to preventive care definitions and telehealth services. The document details eligibility requirements for HSAs, qualified medical expenses, contribution limits based on high deductible health plans (HDHPs), and guidelines for filing the form. It also includes information on excess contributions, rollovers, and specific instructions for completing the form.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The best way to modify 2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs) in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Working on paperwork with our comprehensive and user-friendly PDF editor is straightforward. Follow the instructions below to fill out 2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs) online quickly and easily:

Sign in to your account. Sign up with your email and password or register a free account to test the service prior to upgrading the subscription.
Import a document. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit 2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs). Effortlessly add and underline text, insert pictures, checkmarks, and icons, drop new fillable fields, and rearrange or remove pages from your paperwork.
Get the 2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs) completed. Download your updated document, export it to the cloud, print it from the editor, or share it with others via a Shareable link or as an email attachment.

Make the most of DocHub, one of the most easy-to-use editors to quickly handle your documentation online!

See more 2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs) versions

We've got more versions of the 2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs) form. Select the right 2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs) version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.4 Satisfied (49 Votes)
2022	4.9 Satisfied (28 Votes)
2021	4.8 Satisfied (41 Votes)
2020	4.8 Satisfied (79 Votes)
2013	4 Satisfied (25 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

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.

What is line 2 wages on form 941?

Form 941 Line 2 Report the total compensation you paid to the applicable employees during the quarter. Include all wages, tips, and other compensation. This also includes ordinary sick pay.

Do I have to file form 8889 if I have an HSA?

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.

Why is TurboTax asking me about form 8889 T?

This is caused by the fact that TurboTax does not acknowledge that an HSA could exist without a high deductible plan. Hence it will insist on you filling out a form 8889, even though there is nothing to put on it. When you try to not fill in the radio buttons on 8889, TurboTax will not let you e-file.

What is form 8889 part 2 used for?

Form 8889, Part II, is used by taxpayers to report distributions from an HSA. Taxpayers receive tax-free distributions from an HSA to pay or be reimbursed for qualified medical expenses. The taxpayer will have to tell you what types of expenses were paid or reimbursed with the distribution.

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). Figure your HSA deduction.

What goes on line 2 of form 8889?

HSA Contributions you made for 2024- Pulls to 8889 Line 2, Form 8889 Include only the amounts you, or others on your behalf, contributed to your HSA in 2024. Include contributions made in the current tax year until April 15 that were designated as being for the prior year.

How to correct HSA excess contributions?

There are two main ways to correct HSA excess contributions: Withdraw the excess funds. To avoid a penalty, you can withdraw excess contributions from your account before the deadline to file taxes. Deduct the excess contribution in a later year.

2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs)-2025

Here's how it works

The best way to modify 2023 Instructions for Form 8889 Instructions for Form 8889, Health Savings Accounts (HSAs) in PDF format online