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5100 Poplar Avenue • Suite 2755 Memphis TN 38137
Phone:901.766.1950 • Fax: 901.821.7432
Toll-Free: 800.588.2238

 

PEOPLE

Corporate Benefit Management Group

HSA TAX FILING INFORMATION

 

 

 

Each year you should complete Form 8889 and attach it to your Form 1040 if you have HSA contributions or distributions made before April 15, 2010 that is designated for 2009.

You will receive Form 5498-SA from your plan custodian, which will give you the amount you (or your employer) contributed during the year.  Your employer’s contributions should be shown in box 12 of Form W-2, Wage and Tax Statement, with code “W”.  Follow the instructions for form 8889 and complete the Line 5 Limitation Worksheet.  Report your HSA deduction on Form 1040, line 28, identified by “Health Savings Account Deduction”.

If you received any distributions from the HSA during the year, your custodian will also report this to you and the IRS on Form 1099-SA. How you report distributions on you tax return will depend on whether or not you used the distribution for qualified medical expenses.

This information is provided to you as a courtesy.  We encourage you to speak with your tax advisor on all tax related documentation and advice.

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5100 Poplar Avenue • Suite 2755 • Memphis TN 38137
Phone: 901.766.1950 • Fax: 901.821.7432
Toll-Free: 800.588.2238