Do you have to claim the boxes in 12 on your W-2 on your tax return? I have money take out for HSA but now I have to wait to file my return till I get a 1099 for this.

[lorie3133]

I have an HSA (Health Savings Account) so I have money taken out of my check for it. I'm trying to file my taxes but it says I have to wait for a 1099 for my HSA. Do I HAVE to file this on my tax return?

[lorie3133]

Sorry, it's a 8889-T that I need, not a 1099

[Opus 17]

If you made contributions or withdrawals in 2016, those must be reported on form 8889, and that form isn't ready yet.  If you leave the form out, you WILL get a letter and a bill for taxes and penalties, because if you don't use the form to say that you used the withdrawal for qualified medical expenses, the IRS will assume the withdrawals were not qualified and will charge you tax on them.

[IreneS]

Yes.  The IRS will be matching the items on your W-2 with the various sections of your tax return.  You will need the 1099-SA to show the amount of the distributions, the distribution code, and to indicate whether any money distributed was used for medical expenses.

[dmertz]

There is no real delay in your tax refund for waiting for your W-2 since the IRS is not yet accepting tax returns.

[lorie3133]

Oh ok, it's not actually a 1099, it's an 8889-T that I'm waiting on.

[macuser_22]

8889-T is scheduled for release on Jan 26.
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[macuser_22]

And yes, you must report box 12 on your W-2.