Get Irs 8889 2022-2025

This guide provides expert guidance on completing the IRS 8889 form online. The IRS 8889 is essential for reporting health savings accounts (HSAs) and understanding its components will help facilitate accurate filing.

Follow the steps to accurately complete the IRS 8889 online.

1. Click the ‘Get Form’ button to obtain the form and access it in your preferred format.
2. Enter your name and social security number as shown on Form 1040, 1040-SR, or 1040-NR. Make sure this information is accurate to avoid processing delays.
3. Check the box to indicate your coverage under a high-deductible health plan (HDHP) during 2023.
4. Fill in the amount of HSA contributions you made for 2023, including those made on your behalf by the due date of your tax return, excluding employer contributions.
5. If eligible, provide the amounts from lines related to contributions, including limits based on age and coverage type, ensuring to consult instructions if necessary.
6. Complete Part II regarding HSA distributions by reporting total distributions received in 2023 and any distributions rolled over.
7. Calculate taxable HSA distributions by subtracting qualified medical expenses from total distributions.
8. If applicable, indicate any exceptions to additional tax and fill in fields related to income and additional taxes for failure to maintain HDHP coverage if necessary.
9. Review all entered information for accuracy and completeness.
10. Once finalized, you can save changes, download, print, or share the completed form as needed.

Begin filling out your documents online today for a smooth filing experience.