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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)-2026

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

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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, and specific filing instructions. It also includes information on excess contributions, rollovers, and the implications of failing to maintain HSA eligibility.

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Click ‘Get Form’ to open the 2023 Instructions for Form 8889 in the editor.
Begin by reviewing the purpose of Form 8889, which is to report HSA contributions and distributions. Familiarize yourself with the definitions of 'Qualified Medical Expenses' and 'Eligible Individual' as these are crucial for accurate completion.
Fill out Part I by entering your name and Social Security number. Report any contributions made to your HSA for the year, including those made on your behalf.
In Part II, document all distributions received from your HSA in 2023. Ensure you only include amounts used for qualified medical expenses.
Complete Part III if you need to report any additional income or taxes due to failure in maintaining HDHP coverage during the testing period.

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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)-2026

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