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I received a letter form the IRS stating my HSA was taxable for 2014 and assume I need to fill out form 8889, can you assist?

 
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I received a letter form the IRS stating my HSA was taxable for 2014 and assume I need to fill out form 8889, can you assist?

<a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-prior/f8889--2014.pdf">https://www.irs.gov/pub/irs-prior/f8889--2014.pdf...>

You can fill in an 8889 for the distribution by hand easily to respond to the IRS notice ...  you only need to fill in 14a, 15 & 16 ... read the lines for direction.

I received a letter form the IRS stating my HSA was taxable for 2014 and assume I need to fill out form 8889, can you assist?

@thammond70 was it your HSA distribution or HSA contribution that is in question? Distributions are filed with Form 8889, part II; contributions are filed with Form 8889, part I. You can amend your 2014 tax return if that's what it's IRS wants. You may be able to submit Form 8889 only. Make a phone call to determine why they claim it's taxable and how you can resolve the matter. You may not have additional tax if you met all the requirements for HSA contribution and distributions but simply forgot to include Form 8889 with your tax return.

I received a letter form the IRS stating my HSA was taxable for 2014 and assume I need to fill out form 8889, can you assist?

If you took a distribution and did not report it on the right form, the IRS will assume it is taxable.  Assuming you did take a distribution and did spend it on qualified medical expenses, you just need to prepare an amended return showing that fact, and mail to the office that sent the letter.  Make sure you have the 1098-SA and 5498-SA forms from the HSA bank for 2014.

In a more unusual case, such as you don't have an HSA or did not make any withdrawals, the IRS might have incorrect information or you might even be a victim of identity theft.  You would start by sending a letter explaining the facts as you see them.

Start here for general amending instructions. https://ttlc.intuit.com/replies/3288565


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