You need to reference Form 5498-SA when you completeForm 8889, which is the tax form required for Health Savings Accounts (see article:How to File Form 8889). Box 2 is key as it describes all contributions made to your HSA during the year. You will use this number on Line 2 of Form...
Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link. Edit 2023 Form 5498-SA. Quickly add and highlight text, insert pictures, checkmarks, and symbols, drop new fillable areas, and rearrange or delete pages ...
In this article, we will delve into the purpose and importance of IRS Form 5498-SA. We will discuss how this form is used to report contributions to an HSA, as well as reporting distributions from an HSA. We will also explore the role of Form 5498-SA in tracking qualified medical expens...
You can find this total on your W-2, Wage and Tax Statement, in box 12 with the code W. The second section on Form 8889—HSA Distributions—is where you report the total amount of money taken out of your HSA in 2023 and how much of it was spent on qualified medical expenses. If ...
and tax deductions related to your hsa. you can use the info on forms 5498-sa, 1099-sa, and w-2 to help you fill this out. you’ll attach this to form 1040 to file it with the irs. irs form 5329 if you made excess contributions to your hsa, and you did not remove them before...