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Taxpayers complete Form 8862 and attach it to their tax return if: Their earned income credit (EIC), child tax credit (CTC)/additional child tax credit (ACTC), credit for other dependents (ODC) or American opportunity credit (AOTC) was reduced or disallowed for any reason other than a math or clerical error.
What is the RFTHI form?
Request for Tax Household Information (RFTHI) Please contact us if you need this form in another language, large print, or other format. How to complete this form: 1. Answer all of the questions on the form. Use ink and print your answers.
Is there a separate tax document for HSA?
IRS Form 8889 is used to report HSA contributions, distributions and your tax deductions. You will complete this form using IRS Forms 1099-SA and 5498-SA provided by HSA Bank.
What is the 1095-B form used for?
Form 1095-B is used to report certain information to the IRS and to taxpayers about individuals who are covered by minimum essential coverage and therefore are not liable for the individual shared responsibility payment.
Where can I find my HSA w2?
Employer contributions (including an employees contribution through a cafeteria plan) are allowed to be made to an employees HSA. Generally, employer contributions are excluded from an employees income. Employer contributions are reported on Form W-2, Box 12 using code W.
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What happens if I did not get a 1099-SA? If you have not received an expected 1099-SA by a few days after the end of January, contact the provider, or issuing entity. If you still do not get the form by February 15, you can call the IRS for help at 1-800-829-1040.
How do I get my HSA tax form online?
How do I find my HSA tax forms? Log in to your account and select Manage My Reimbursement Account. Click the red menu on the top left, click My Accounts, then select Benefit Account Summary. Select the Tax Forms link in the Account Resources section. You may be prompted to complete a PDF verification step.
How do I get my 1099-HSA online?
To retrieve your 1099-SA and 5498-SA in your online account, complete the following steps: Log in to your online account. Navigate to the Message Center tab and then click View Statements. Click on the link for the HSA tax statement you want to view.
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