Do I need to file 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.

Does employer provide Form 8889?

When filing your taxes, you are required to file IRS Form 8889 if you (or someone on your behalf, including your employer) made contributions to your HSA, or if you received HSA distributions for the year. For other conditions, see the IRS instructions for the 8889 Form.

Why do I need a 8889 form?

The purpose of Form 8889 is to report contributions, figure your tax deduction, report distributions, and determine the tax and penalty to be applied to any contributions you make in excess of your prorated ceiling if you lose your eligibility to fund your account during the calendar year.

What do you need to know about form 8889?

About Form 8889, Health Savings Accounts (HSAs) File Form 8889 to: Report health savings account (HSA) contributions (including those made on your behalf and employer contributions). Figure your HSA deduction.

Where do I put my HSA contribution on form 8889?

This portion of HSA Form 8889 covers contributions and deductions. Find the amount reported on Form 5498-SA and enter it in line 2; if your employer made contributions to your HSA, enter the amount reported on your W-2 on line 9.

Where to combine form 8889 and Form 1040NR?

On Line 13 of both Forms 8889, the amounts have to be combined and then enter the same amount on the line 25 of Form 1040; or on the Line 25 of Form 1040NR. Don’t forget to submit both Forms 8889 together with the paper tax return. Step 4: Complete HSA Distributions on Part II.

What are the instructions for rp-2018-27?

Proc. 2018-27 at IRS.gov/irb/ 2018-20_IRB#RP-2018-27 regarding the tax treatment of the distribution. General Instructions Purpose of Form 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