Question

I don't understand where I'd get form 8889-T from

Forum|Forum|6 years ago
June 7, 2019
2 replies
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TurboTax Premier Online

A

AnnaB

Employee

You would need to file Form 8889 if one or more of the following were true:

You, or someone on your behalf (such as an employer) made contributions to a Health Savings Account (HSA) for you during the tax year. Both your and your employers contributions will be reported on Form W-2, Box 12 as Code W.
You received a distribution from an HSA during the tax year. This is reported on Form 1099-SA.
You must include certain amounts in income because you failed the eligibility text.
You acquired an interest in an HSA because of the death of an account beneficiary.

Health Savings Accounts are often forms when a taxpayer has a high deductible health plan (HDHP). That is the only time they are allowed, but of course, not every person with an HDHP has an HSA. HSA's allow you (or your employer) to make tax-free contributions. These amounts grow tax free and can be withdrawn for qualified medical expenses with no tax due; however, if you withdraw for non-medical expenses, you will be subject to tax and a penalty.

Please refer to the link below for more information.

https://www.irs.gov/instructions/i8889/ch01.html#d0e48

R

rex3k

You didn't answer the question. 😕😕

M

msterk

You can get the form from you HSA Bank. In my case the Bank is "Optum". Log in and search for documents.

Typically, they are published late in January, and can go into February. Its intended to document what your employer contributed to your HSA, and MAY have impact on your return.

B

BillM223

You don't receive form 8889 in the mail or online; it is created by TurboTax as part of your tax return process.

TurboTax creates one or two forms: 8889-T for the primary taxpayer and 8889-S for the spouse (if necessary).

The forms that you may receive are the 1099-SA on which your HSA distributions are printed (money you paid for qualified medical expenses) and the 5498-SA on which various informational fields are entered. If you receive one or more 1099-SAs, you must enter them into TurboTax in the HSA interview (under Deductions & Credits->Medical). You do not have to enter anything from the 5498-SA, as the form is just for your records.

Your should receive the 1099-SA by the end of January, although as noted above you may be able to get it online. The 5498-SA will be sent as early as February or as late as the end of May - since you don;t have to use it on your tax return, the delivery date really doesn't matter.

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Hal_Al

Employee

When looking at the actual forms, you will not see the suffix -T (or -S). The T or S is TurboTax designation on the list of forms to indicate which taxpayer's name appears in the name box/line on the form.

8889-T for the primary taxpayer and 8889-S for the spouse (if necessary).