Get Irs Form 8889 Instructions 2022-2025

Filling out the IRS Form 8889, which concerns Health Savings Accounts (HSAs), is a crucial step in managing your health savings account contributions and distributions. This guide provides clear, user-friendly instructions tailored to help you accurately complete the form online.

Follow the steps to fill out the IRS Form 8889 online

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your name and social security number in the appropriate fields at the top of the form. Ensure the details match those in your tax return.
3. Proceed to Part I, where you will report your HSA contributions and deductions. Enter any contributions made to your HSA for the tax year.
4. On Line 1 of Part I, specify whether you had self-only or family HDHP coverage during the year.
5. Complete lines 2 and 3 by entering the total contributions made to your HSA or determining the maximum contribution limits based on your coverage.
6. If employer contributions were made, report them on the designated lines in Part I and consider any excess contributions.
7. Advance to Part II to report any distributions from the HSA. Here, indicate the total amounts received and any that qualify as rollovers.
8. On Line 15, you will state how much of your distribution was used for qualified medical expenses.
9. Wrap up by completing Part III, where you address any income adjustments or additional taxes due to eligibility failures.
10. Finally, review all entries for accuracy. You can save changes, download, print, or share the completed form as needed.

Take control of your Health Savings Account today by filing your IRS Form 8889 online.