[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-303326-105":53,"doc-detail-303326-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","reporting-your-hsa-on-your-taxes-irs-form-guidance","Reporting Your HSA On Your Taxes - IRS Form Guidance","","Tax reporting for a Health Savings Account (HSA) may require completing IRS Form 8889. The guide explains when IRS Forms 5498-SA (contributions) and 1099-SA (distributions) are issued, including timing for 2017 activity and what to do if no activity occurred. It clarifies how distributions should be reported depending on qualified medical use, lists distribution categories, and outlines what information may be needed from a January W-2 to complete Form 8889.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/reporting-your-hsa-on-your-taxes-irs-form-guidance/303326/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/reporting-your-hsa-on-your-taxes-irs-form-guidance/303326.png","ImageObject",442,249,{"name":88,"@type":89},"Graffin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-02","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"When do you need to file IRS Form 8889 for an HSA?","Question",{"text":108,"@type":109},"You must file IRS Form 8889 when you (or someone on your behalf, including your employer) made HSA contributions or received HSA distributions during the year.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What does IRS Form 5498-SA cover, and when is it available for 2017?",{"text":113,"@type":109},"IRS Form 5498-SA shows contributions made to your HSA for 2017. Contributions for the 2017 tax year can be made until April 17, 2018, and related additions are reflected on forms available between April 17, 2018 and May 31, 2018.",{"name":115,"@type":106,"acceptedAnswer":116},"How does IRS Form 1099-SA relate to reporting HSA distributions?",{"text":117,"@type":109},"If you received HSA distributions, you will receive IRS Form 1099-SA in January. How you report distributions depends on whether they were used for qualified medical expenses, and the form covers different distribution types.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},303326,1790707558,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},3573418547284,"https://eur-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Reporting Your HSA On Your Taxes  \nTax reporting is required if you have a Health Savings Account (HSA) . You may be required to complete IRS Form 8889. HSA Bank provides you with the information and resources to assist you in completing IRS Form 8889 regarding your HSA. HSA Bank will mail you IRS Form 1099-SA and IRS Form 5498-SA. These forms are also available on the Member Website. If you need additional information or assistance, consult a qualified tax advisor or the IRS [at](at www.irs.gov)[ www.irs.gov](at www.irs.gov).  \nProvided by HSA Bank  \n1. IRS Form 5498-SA (Contributions)  \nThe form provides you with all the contributions made to your HSA in  \n2017. HSA contributions for the 2017 tax year can be made up until April  \n17, 2018. (Note: The IRS does NOT allow an extension of time to contribute to an HSA, even if you have an extension for filing your taxes) . If you make additional 2017 contributions in 2018, additions will be reflected on IRS Form 5498-SA available between April 17, 2018 and May 31, 2018 as a confirmation of your total contributions attributable to tax year 2017. If you did not have contribution activity in 2017, you will not receive an IRS Form 5498-SA.  \n2. IRS Form 1099-SA (Distributions)  \nIf you have distributions from your HSA, you will receive this form in January. How you report distributions on your tax return will depend on whether or not you used the distribution for qualified medical expenses. There is a separate form for each type of distribution made during the tax year. The five distribution types are normal, excess contribution removal, death, disability, and prohibited transaction. If you did not have distribution activity in 2017, you will not receive an IRS Form 1099-SA.  \nIRS Form 8889  \nWhen filing your taxes, you are required to file IRS Form 8889 if you (or someone on your behalf, including your employer) made contributions to your HSA, or if you received HSA distributions for the year. For other conditions, see the IRS instructions for the 8889 Form.  \nTo complete IRS Form 8889, you may need the W-2 provided by your employer in January. The W-2 provides the total pre-tax contributions made to your HSA. The pre-tax contributions will include any employer contributions and employee pre-tax contributions.  \nThe IRS Form 8889 along with instructions can be found at:  \n[www.irs.gov/pub/irs-pdf/f8889.pdf](www.irs.gov/pub/irs-pdf/f8889.pdf)  \nHSA Bank does not provide legal or tax advice. The information included here is provided to illustrate the services provided by HSA Bank. For advice or instructions foryour specific situation, please consult a qualified tax advisor.  \nFor assistance, please contact the Client Assistance Center  \n800-357-6246  \n[www.hsabank.com | 605 N. 8th](www.hsabank.com | 605 N. 8th) Street, Ste. 320, Sheboygan, WI 53081  \n© 2017 HSA Bank. HSA Bank is a division of Webster Bank, N.A. , Member FDIC. | Reporting_Your_HSA_AH_EV1_042117","cbCaiam5PdzDA5Ki","https://ap.wps.com/l/cbCaiam5PdzDA5Ki","pdf",123592,"English","# IRS Form 5498-SA (Contributions)\n## Contribution timing for the 2017 tax year\n# IRS Form 1099-SA (Distributions)\n## Reporting distributions and distribution types\n# IRS Form 8889\n## When it is required and what information to use\n## Where to find the form and instructions","[{\"question\":\"When do you need to file IRS Form 8889 for an HSA?\",\"answer\":\"You must file IRS Form 8889 when you (or someone on your behalf, including your employer) made HSA contributions or received HSA distributions during the year.\"},{\"question\":\"What does IRS Form 5498-SA cover, and when is it available for 2017?\",\"answer\":\"IRS Form 5498-SA shows contributions made to your HSA for 2017. Contributions for the 2017 tax year can be made until April 17, 2018, and related additions are reflected on forms available between April 17, 2018 and May 31, 2018.\"},{\"question\":\"How does IRS Form 1099-SA relate to reporting HSA distributions?\",\"answer\":\"If you received HSA distributions, you will receive IRS Form 1099-SA in January. How you report distributions depends on whether they were used for qualified medical expenses, and the form covers different distribution types.\"}]","Reporting Your HSA On Your Taxes - IRS Form Guidance | PDF",1789802039]