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Deductions & credits
The HSA "form" is form 8889.
The IRS requires you to file form 8889 (for the Health Savings Account) if you:
- made a contribution in 2016,
- took a distribution in 2016, or
- inherited the HSA during 2016
If there is a code "W" in box 12 on your W-2, then you and/or your employer made contributions to the HSA. If you entered a 1099-SA, then you took distributions from your HSA.
It's really in your best interests to file form 8889, because until you submit a complete form 8889 (which TurboTax will complete based on your answers in the HSA interview), the IRS assumes that all contributions to and distributions from your HSA are taxable, and they will send you a letter to that effect asking for the completed form or the tax.
Because form 8889 requires form 1040, form 8889 is part of TurboTax Deluxe and higher versions.
‎June 6, 2019
6:56 AM