Completing HSA Form 8889

If you are a beneficiary of a Health Savings Account (HSA), then the IRS requires you to prepare Form 8889 with your tax return before you can deduct your contributions to the account. The purpose of the form is to report your deductible contributions, calculate the deduction, report the distributions you take to pay medical expenses and to calculate the tax you must pay on withdrawals you make for non-medical related purposes.

The purpose of the HSA form 8889 is to:

  • Report your deductible contributions
  • Calculate the deduction
  • Report the distributions/withdrawals you made to pay medical expenses
  • Calculate the tax you must pay on the withdrawals you made for non-medical related purposes

IRS Form 8889 and instructions:

Form 8889
IRS Instructions for Form 8889

Learn more about HSA form 8889 from our partners at HSAStore.

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